Del Grande Dealer Group 401 K Plan
Sponsored by Del Grande Dealer Group · EIN 770507523 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 1,048
- With balances
- 1,332
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 |
|---|---|---|
| Silicon Valley Retirement Services, Llc CRD 154756 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $104,655 |
| Silicon Valley Retirement Services | Investment advisory (plan) | $28,775 |
| Forvis Mazars, Llp | Accounting | $18,500 |