Conicelli & Affiliated Dealerships 401(k) Profit Sharing Plan
Sponsored by Conicelli & Affiliated Dealerships · EIN 232731655 · Plan #001
- Total assets
- $37.1M
- Net assets
- $37.0M
- Active participants
- 424
- With balances
- 422
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research, Inc. | Investment advisory (plan) | $70,995 |
| Empower Annuity Insurance Company | Recordkeeping fees | $61,700 |
| Duncan Accounting & Tax Services | Contract administrator, Participant loan processing, Account maintenance fees | $31,160 |