Uftring Automotive Group 401(k) Plan And Trust
Sponsored by Uftring Chevrolet, Inc. · EIN 371120950 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 306
- With balances
- 284
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 |
|---|---|---|
| Guardian Wealth Management, Llc CRD 146923 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guardian Wealth Management, Inc | Investment advisory (plan), Direct payment from the plan | $63,741 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $51,998 |