Falconi Dealerships 401(k) Plan
Sponsored by Civic Automobiles Group · EIN 251659214 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 155
- With balances
- 139
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $18,000 |
| Baker Tilly Vantagen, Llc | Consulting (pension), Direct payment from the plan | $6,202 |
| Capital Research And Management Co | Contract administrator, Recordkeeping, Direct payment from the plan | $546 |