AUMdb

Currie/Curfin Motors 401(k) Plan

Sponsored by Currie/Curfin Motors · EIN 363315979 · Plan #001

Total assets
$29.9M
Net assets
$29.9M
Active participants
243
With balances
388

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Grey Investment Planning Corp Consulting (general), Investment advisory (plan) $48,178
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $39,786