AUMdb

Bill Dodge Auto Group Salary Deferral 401(k) Plan

Sponsored by Bill Dodge Auto Group, Inc. · EIN 010459136 · Plan #001

Total assets
$15.4M
Net assets
$15.4M
Active participants
258
With balances
332

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ameriprise Financial Recordkeeping, Trustee (institutional), Other services $35,149
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $6,484
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0