AUMdb

Daytona Br Gd, Inc. 401(k) Profit Sharing Plan

Sponsored by Daytona Br Gd, Inc. Dba Daytona Toyota · EIN 593413820 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
281
With balances
152

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024
Fidelity Insurance Agency, Inc. CRD 331423 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $55,647
Mml Investors Services Llc Investment advisory (participants) $11,729
Fidelity Insurance Agency, Inc. Investment advisory (participants) $1,506