AUMdb

Schepel Buick Gmc, Inc. 401(k) Plan

Sponsored by Schepel Buick Gmc, Inc. · EIN 351173513 · Plan #001

Total assets
$20.8M
Net assets
$20.8M
Active participants
149
With balances
158

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $45,158
First Financial Bank Investment advisory (plan), Consulting fees $43,519
Charles Schwab Trust Company Custodial (securities), Shareholder servicing fees $7,266