Callari Auto Group 401(k) Plan
Sponsored by Felix F. Callari, Inc. · EIN 060810760 · Plan #002
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 115
- With balances
- 125
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Consultants, Inc. | Recordkeeping, Consulting (pension) | $11,755 |
| John Hancock Life Insurance Company | Recordkeeping | $3,613 |
| Private Advisor Group, Llc | Investment advisory (participants) | $0 |