Ron Bouchard's Auto Sales, Inc. 401(k) Savings Plan
Sponsored by Ron Bouchard's Auto Sales, Inc. D/B/A Honda Store · EIN 042927994 · Plan #003
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 166
- With balances
- 140
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 |
|---|---|---|
| Davinci Capital Management Inc. CRD 46897 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,720 |
| Davinci Capital Management, Inc. | Investment advisory (plan) | $20,894 |
| The Angell Pension Group, Inc. | Contract administrator | $5,629 |
| Charles Schwab Trust Company | Custodial (securities) | $0 |