AUMdb

Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(k) Plan

Sponsored by Kahlig Enterprises, Inc. Dba Bluebonnet Motors · EIN 742340992 · Plan #001

Total assets
$20.1M
Net assets
$20.1M
Active participants
246
With balances
364

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $30,706
Morgan Stanley Investment advisory (plan) $26,508