AUMdb

Heiser Automobile Dealerships 401(k) Profit Sharing Plan

Sponsored by Heiser Ford, Inc. · EIN 391181428 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
224
With balances
336

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
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $65,791
Vrakas Blum Accounting, Direct payment from the plan $10,395