AUMdb

Wolfe Automotive Group 401(k) Savings Plan

Sponsored by Wolfe Automotive Group, Llc · EIN 431811219 · Plan #333

Total assets
$24.1M
Net assets
$24.1M
Active participants
415
With balances
462

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $15,925