AUMdb

Dan Wolf Automotive Group 401(k) Plan

Sponsored by Dan Wolf Automotive Group · EIN 362720208 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
207
With balances
228

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Raymond James Investment advisory (plan) $47,440
John Hancock Retirement Plan Servic Recordkeeping, Participant loan processing, Float revenue $36,496
Retirement Solution Group Account maintenance fees $7,876