Courtesy Automotive Group 401(k) Plan
Sponsored by Courtesy Chevrolet · EIN 860123463 · Plan #002
- Total assets
- $19.7M
- Net assets
- $19.6M
- Active participants
- 657
- With balances
- 891
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Plan Design, Llc | Claims processing, Plan administrator, Recordkeeping | $65,160 |
| Rbc Capital Markets Corp | Investment advisory (participants) | $46,608 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $0 |