The Durant Auto Group 401(k) Plan
Sponsored by Classic Chevrolet Buick Gmc, Inc. · EIN 751159462 · Plan #002
- Total assets
- $72.0M
- Net assets
- $72.0M
- Active participants
- 2,441
- With balances
- 2,906
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 |
|---|---|---|
| Level Four Advisory Services, Llc CRD 134086 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $129,517 |
| Milbern Ray And Company | Accounting | $84,195 |
| Level Four Advisory Services Llc | Investment advisory (plan) | $51,384 |
| Wimmer Con | Investment advisory (participants) | $31,709 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $18,174 |