Bernardi Auto Group Retirement Plan
Sponsored by Carney Management Company, Inc. · EIN 042901650 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 329
- With balances
- 567
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 & Smith | Recordkeeping, Trustee (institutional), Other services | $40,188 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $23,426 |
| Withumsmithbrown, Pc | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,840 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |