Fred Martin Motor Company 401(k) Profit Sharing Plan & Trust
Sponsored by Fred Martin Motor Company · EIN 341658876 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 273
- With balances
- 292
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $43,313 |
| Futureplan By Ascensus | Actuarial, Consulting (pension) | $40,023 |
| Ascensus Llc | Recordkeeping, Custodial (securities) | $33,199 |
| Trinity Pension Consultants, Inc. | Actuarial, Consulting (pension) | $180 |