Ourisman Automotive 401(k) Plan
Sponsored by Rockmont Motor Company T/A Ourisman Rockmont, Inc. · EIN 520463215 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 742
- With balances
- 1,042
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Planners & Administrator | Contract administrator, Consulting (pension), Participant loan processing | $12,500 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,120 |
| Empower Advisory Group | Investment management | $4,252 |