Bayside Auto Group 401(k) Profit Sharing Plan And Trust
Sponsored by Bayside Auto Group · EIN 521664217 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 296
- With balances
- 167
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan), Investment management fees (direct) | $32,713 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $22,738 |