Priority Automotive Group 401(k) & Profit Sharing Plan
Sponsored by Priority Automotive Group · EIN 540273390 · Plan #002
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 180
- With balances
- 426
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $104,471 |
| Bdo Usa, Llp | Investment advisory (plan), Direct payment from the plan | $22,966 |
| Wells Fargo Clearing Svcs (Wf Advs) | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |