AUMdb

Vista Ford Employee Savings/Retirement Plan

Sponsored by Vista Ford Inc. · EIN 952871788 · Plan #002

Total assets
$12.9M
Net assets
$12.9M
Active participants
93
With balances
112

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
Empower Annuity Insurance Company O Recordkeeping fees $49,007
National Automobile Dealers Associa Other fees $14,131
Capfinancial Partners Llc Dba Captr Other fees $2,355
Northeast Retirement Services, Inc. Contract administrator $1,472
Ameriprise Financial Services Llc Other commissions $0