Fletcher Jones Automotive Group Employee 401(k) Retirement Plan
Sponsored by Fletcher Jones Management Group, Llc · EIN 813843265 · Plan #001
- Total assets
- $170M
- Net assets
- $170M
- Active participants
- 2,046
- With balances
- 3,144
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $161,439 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $75,532 |
| Cherry Bekaert | Accounting | $15,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,040 |