AUMdb

Lindsay Automotive Family Retirement Plan

Sponsored by Lindsay Chevrolet, Llc · EIN 541877908 · Plan #001

Total assets
$76.8M
Net assets
$76.8M
Active participants
767
With balances
773

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $75,369
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $54,953