Randy Marion Automotive 401(k) Retirement Plan
Sponsored by Randy Marion Chevrolet Buick Cadillac, Llc · EIN 561710582 · Plan #001 · Mooresville, NC
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 1,065
- With balances
- 854
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,098 |
| Parkland Securities Llc | Investment advisory (plan) | $44,168 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,018 |