Dan Deery Motor Co. Profit Sharing Plan
Sponsored by Dan Deery Motor Co. · EIN 421122479 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 141
- With balances
- 0
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $21,814 |
| The Finway Group Llc | Contract administrator | $18,838 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,829 |
| National Automobile Dealers Assoc | Other fees | $6,675 |
| Capfinancial Partners Llc | Other fees | $1,633 |
| Empower Advisory Group Llc | Investment management | $21 |
| Principal Securities Inc | Other commissions | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Willshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |