AUMdb

Feldmann Imports, Inc. 401(k) Plan

Sponsored by Feldmann Imports, Inc. · EIN 411438549 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
94
With balances
129

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Db Investment advisory (plan) $45,938
Empower Annuity Insurance Company O Recordkeeping fees $29,951
Empower Advisory Group, Llc Investment management $5,699