AUMdb

Bud Clary Automotive Group 401(k) Plan

Sponsored by Bud Clary Chevrolet, Inc. · EIN 910699054 · Plan #001

Total assets
$16.0M
Net assets
$16.0M
Active participants
586
With balances
615

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
Empower Annuity Insurance Company Recordkeeping fees $41,868
Hunnex And Shoemaker Inc Contract administrator $37,205
Anderson & Anderson Advisory Llc Investment advisory (plan) $37,053
Geffen Mesher Accounting $17,500
National Automobile Dealers Assoc Other fees $5,666
Capfinancial Partners Llc Other fees $2,833
Northeast Retirement Services Other fees $1,771