AUMdb

Banks Chevrolet Cadillac 401(k) Profit Sharing Plan

Sponsored by Banks Chevrolet Cadillac, Llc · EIN 020241455 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
203
With balances
240

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Pension Advisors Investment advisory (plan), Direct payment from the plan $41,776
Sentinel Benefits Group, Inc. Recordkeeping, Direct payment from the plan $6,750