AUMdb

Alan Jay Automotive Management, Inc.

Sponsored by Alan Jay Automotive Management, Inc. · EIN 593533025 · Plan #001

Total assets
$10.6M
Net assets
$10.6M
Active participants
321
With balances
208

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
Fiduciary First, Llc CRD 150330 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Pension Financial Services Contract administrator, Consulting (pension), Other fees $19,328
Fiduciary Wise, Llc Investment advisory (plan), Other fees $5,616
Nationwide Recordkeeping, Participant loan processing, Recordkeeping fees $3,217