AUMdb

Scott Auto Group 401(k) Plan

Sponsored by Craig Scott, Inc. · EIN 232297240 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
249
With balances
327

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Boyer & Ritter, Llc Accounting $14,500
Lpl Financial Llc Investment advisory (plan), Other commissions $0
Osaic Fa Inc Other commissions $0