The Ford Store Morgan Hill 401(k) Plan & Trust
Sponsored by The Ford Store Morgan Hill · EIN 050610121 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 99
- With balances
- 120
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advisors L | Investment advisory (plan) | $14,085 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,785 |
| Empower Advisory Group, Llc | Investment management | $1,899 |