Am General Capital Accumulation And Employer Retirement Contribution Plan
Sponsored by Am General Llc · EIN 030448255 · Plan #023
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 547
- With balances
- 805
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $51,159 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $17,157 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $15,200 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |