Gerald Auto Group 401(k) Plan & Trust
Sponsored by Gerald Nissan Of North Aurora, Inc. · EIN 364162660 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 636
- With balances
- 719
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 |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $90,879 |
| Wintrust Investments, Llc | Investment advisory (plan) | $32,500 |
| Charles Schwab & Co., Inc. | Custodial (other) | $8 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |