Automotive Industries Individual Account Retirement Plan
Sponsored by Bd Of Trustees, Automotive Ind. Individual Account · EIN 941133245 · Plan #002
- Total assets
- $59.5M
- Net assets
- $58.9M
- Active participants
- 964
- With balances
- 2,461
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mcmorgan & Company Llc CRD 115060 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcmorgan & Co | Investment management, Investment management fees (direct) | $75,220 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $32,965 |
| Health Services & Benefit Administr | Claims processing, Contract administrator, Recordkeeping | $30,464 |
| Amalgamated Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $16,675 |
| Fremont Bank | Other services, Direct payment from the plan | $9,166 |
| Charles Besocke | Consulting (general), Direct payment from the plan | $5,784 |
| Mackay Shields | Investment management fees (indirect) | $0 |
| Nfp | Insurance agents and brokers, Insurance brokerage commissions | $0 |