AUMdb

Anderson Automotive Group 401(k) And Profit Sharing Plan

Sponsored by Anderson Automotive Group, Inc · EIN 520541407 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
135
With balances
153

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott, Llc Investment advisory (participants), Investment advisory (plan) $58,466
Nwps Direct payment from the plan, Recordkeeping fees, Participant loan processing $22,906