Sid Dillon 401(k) Plan
Sponsored by Sid Dillon Chevrolet Fremont, Inc. · EIN 470697657 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 672
- With balances
- 701
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rvr Bank | Trustee (institutional) | $60,213 |
| Capital Research And Management | Recordkeeping fees | $9,733 |
| Security National Bank | Contract administrator | $0 |
| Edward D. Jones & Co., L.P. | Investment advisory (plan) | $0 |
| Ameritas Investment Corp | Investment advisory (plan) | $0 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $0 |