Toyota Of Vancouver 401(k) Profit Sharing Plan
Sponsored by Mccord's Vancouver Auto Center, Inc. · EIN 911180183 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 205
- With balances
- 205
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $33,626 |
| Concurrent Investment Advisors | Insurance agents and brokers, Insurance services, Investment advisory (participants) | $31,651 |
| Nationwide | Recordkeeping, Investment management fees (indirect), Participant loan processing | $21,283 |
| Pension Plan Specialists, Pc | Contract administrator, Direct payment from the plan, Recordkeeping fees | $1,200 |