AUMdb

Kahlig Motor Company, Inc. North Park Lexus Of San Antonio 401(k) Plan

Sponsored by Kahlig Motor Company, Inc. North Park Lexus Of San Antonio · EIN 742705436 · Plan #001

Total assets
$29.1M
Net assets
$29.1M
Active participants
342
With balances
364

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $36,887
Empower Annuity Insurance Company O Recordkeeping fees $33,863