Bob Ciasulli Auto Group 401(k) Plan
Sponsored by Bob Ciasulli Auto Group, Inc. · EIN 222973033 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 570
- With balances
- 549
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $58,866 |
| Lpl Financial Llc | Investment advisory (plan) | $37,897 |
| Leafhouse Financial Advisors Llc | Investment advisory (participants) | $8,760 |