AUMdb

Scott Mcrae Automotive Group, Lllp 401(k) Profit Sharing Plan

Sponsored by Scott Mcrae Automotive Group, Lllp · EIN 591992210 · Plan #001

Total assets
$41.3M
Net assets
$41.3M
Active participants
622
With balances
793

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ubs Financial Services Inc Investment advisory (plan) $52,069
Bkd Llp Accounting $13,650
Empower Annuity Insurance Company O Recordkeeping fees $0