AUMdb

Gee Automotive Companies 401(k) Retirement Plan

Sponsored by Gee Automotive Holdings, Llc · EIN 454157612 · Plan #001

Total assets
$110M
Net assets
$110M
Active participants
2,177
With balances
2,669

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 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $228,246
Lpl Financial Corporation Rpcp Investment advisory (plan), Consulting fees $149,107
Presnell Gage Pllc Accounting, Direct payment from the plan $18,200
Reliance Trust Company Recordkeeping, Shareholder servicing fees $0