AUMdb

Gerald Jones Automotive Group 401(k) Plan

Sponsored by Gerald Jones Automotive Group · EIN 581181145 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
342
With balances
180

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
Firethorn Wealth Partners, Llc CRD 297634 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Firethorn Wealth Partners Investment advisory (participants) $36,089
John Hancock Life Insurance Company Recordkeeping, Float revenue, Soft dollars commissions $3,028