The 401(k) Profit Sharing Plan For Employees Of Affinity Truck Center
Sponsored by Central Valley Gmc D/B/A Affinity Truck Center · EIN 942696720 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 102
- With balances
- 126
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 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 |
|---|---|---|
| Principal Securities Inc | Investment advisory (plan) | $25,764 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,997 |
| Empower Advisory Group, Llc | Investment management | $3,284 |