Cortese Dodge Inc 401(k) Profit Sharing Plan And Trust
Sponsored by Cortese Chrysler Jeep Dodge, Inc · EIN 161081381 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 141
- With balances
- 95
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $15,399 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $8,455 |
| Pentegra Services Inc | Contract administrator | $5,125 |