Haley Automotive Group Profit Sharing Plan
Sponsored by Haley Buick Gmc Truck, Inc · EIN 540719909 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 569
- With balances
- 349
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $59,899 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $52,461 |
| Empower Advisory Group, Llc | Investment management | $14,676 |