Hewlett Automotive Employee Retirement Plan
Sponsored by Don Hewlett Chevrolet Buick, Inc. · EIN 741603623 · Plan #003
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 296
- With balances
- 443
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $45,737 |
| Wells Fargo Clearing Services | Investment advisory (plan) | $37,031 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $34,491 |