Southern Auto Sales, Inc. Master Profit Sharing Plan
Sponsored by Southern Auto Sales, Inc. · EIN 060705740 · Plan #001
- Total assets
- $32.7M
- Net assets
- $32.7M
- Active participants
- 171
- With balances
- 212
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 |
|---|---|---|
| Bradley Foster & Sargent Inc CRD 106928 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $69,171 |
| Bobrow & Company | Accounting | $40,000 |
| Bradley, Foster & Sargent, Inc. | Investment management, Securities brokerage, Securities brokerage commissions | $33,851 |
| Pension Consultants, Inc. | Recordkeeping, Consulting (pension) | $12,690 |
| Ubs | Investment management, Securities brokerage commissions | $7,793 |
| Mml Investors | Other commissions | $0 |