Garcia Dealerships 401(k) Profit Sharing Plan
Sponsored by Garcia Imports, Inc. Dba Garcia Honda · EIN 850199988 · Plan #002
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 209
- With balances
- 107
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 |
|---|---|---|
| Redw Wealth Llc CRD 109446 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $16,942 |
| Redw Wealth Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $8,834 |