AUMdb

Dave White Chevrolet Savings And Retirement Plan

Sponsored by Dave White Chevrolet, Inc. · EIN 340869041 · Plan #002

Total assets
$15.0M
Net assets
$15.0M
Active participants
115
With balances
140

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Trust Company Of Toledo Trustee (institutional), Investment advisory (plan), Direct payment from the plan $75,672
Schneider Downs & Co., Inc. Accounting $17,246