AUMdb

Lancaster County Motors, Inc. Savings Plan

Sponsored by Lancaster County Motors, Inc. · EIN 231416596 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
186
With balances
159

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
Cornerstone Advisors Asset Management, Llc CRD 138638 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Cornerstone Advisors Asset Manageme Investment advisory (plan), Direct payment from the plan $54,157
Newport Group, Inc. Recordkeeping fees, Other fees, Direct payment from the plan $21,912