AUMdb

Hollingsworth Richards Automotive Group 401(k) Plan

Sponsored by Hollingsworth Richards Automotive Group · EIN 720704092 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
171
With balances
199

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 Consulting (pension), Investment advisory (plan), Direct payment from the plan $46,270
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $36,586