Casey Auto Group 401(k) Profit Sharing Plan
Sponsored by Casey Auto Group, Inc. · EIN 541423677 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 457
- With balances
- 457
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 |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $46,948 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $34,982 |
| Pbmares, Llp | Contract administrator | $19,802 |