Auto Investment, Inc. 401(k) Plan
Sponsored by Auto Investment, Inc. · EIN 133446196 · Plan #004
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 388
- With balances
- 530
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Lincoln Financial Corporation | Contract administrator | $168,496 |
| Erisa Specialist | Recordkeeping | $56,779 |
| 401 K Safe | Named fiduciary | $11,685 |