AUMdb

Edwards Auto Group 401(k) Plan

Sponsored by Edwards Chevrolet Cadillac, Inc. · EIN 420646357 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
454
With balances
193

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
Mutual Of Omaha Investor Services, Inc. CRD 611 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $10,555
United Of Omaha Participant loan processing, Recordkeeping, Recordkeeping fees $6,789
Mutual Of Omaha Investor Services, Investment advisory (plan), Direct payment from the plan $5,618