Colonial Automotive Group 401 K Plan
Sponsored by Wellesley Volkswagen, Inc. · EIN 042462613 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.0M
- Active participants
- 568
- With balances
- 277
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance | Recordkeeping fees | $35,962 |
| Empower Advisory Group, Llc | Investment management | $15,525 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $13,000 |
| Ascensus Holdings, Inc. | Contract administrator | $2,375 |