AUMdb

The Winner Auto Group 401(k) Profit Sharing Plan

Sponsored by Hynansky Investments, Llc · EIN 471368939 · Plan #002

Total assets
$10.8M
Net assets
$10.8M
Active participants
220
With balances
220

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
Veery Capital, Llc CRD 298465 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Veery Capital Investment advisory (plan) $34,756
Empower Annuity Insurance Company O Recordkeeping fees $14,776
National Automobile Dealers Associa Other fees $11,499
Empower Advisory Group, Llc Investment management $3,002
Capfinancial Partners Llc Dba Captr Other fees $1,916
Northeast Retirement Services, Inc. Contract administrator $1,198