AUMdb

Stoneham Motors Co., Inc. Retirement Plan

Sponsored by Stoneham Motors Co., Inc. · EIN 042532202 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
167
With balances
167

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $94,013
Paskowski, Michael B. Other services, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0