Southeast Automotive Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Southeast Automotive Management, Inc. · EIN 203681684 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 327
- With balances
- 161
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 |
|---|---|---|
| Holland Advisory Services, Inc. CRD 136302 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Holland Advisory Services Inc | Investment advisory (plan) | $41,054 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,909 |