The Causeway Family Of Auto Dealerships Profit Sharing 401(k) Plan
Sponsored by Conti Causeway Ford Lincoln Mercury Inc. · EIN 210729170 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 181
- With balances
- 121
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Withumsmith+Brown, Pc | Accounting | $16,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,761 |
| Empower Advisory Group, Llc | Investment management | $2,685 |
| Ubs Financial Svcs Ins Agcy Inc | Other commissions | $0 |