Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan And Trust
Sponsored by Westbury Jeep Chrysler Dodge I · EIN 112288005 · Plan #001
- Total assets
- $20.9M
- Net assets
- $20.6M
- Active participants
- 797
- With balances
- 279
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50,901 |
| Merrill Lynch | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $42,612 |
| Orenda Retirement Llc | Other services, Other fees, Contract administrator | $26,197 |