AUMdb

Eskridge Auto Group Profit Sharing Plan

Sponsored by Eskridge Auto Group, Inc. · EIN 731486292 · Plan #001

Total assets
$27.7M
Net assets
$27.7M
Active participants
146
With balances
333

Plan year beginning 04/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Renaissance Investment Group, Llc CRD 153679 fuzzy_auto · 95% 2024
Rbc Global Asset Management (U.S.) Inc. CRD 107173 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Sei Private Trust Company Investment management, Direct payment from the plan $48,103
Renaissance Investments Investment management, Direct payment from the plan $7,726
Rbc Global Asset Management Investment management, Direct payment from the plan $7,343