Betten Baker Auto Family 401(k) Retirement Plan
Sponsored by Betten Chevrolet Cadillac Inc. · EIN 382442212 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 432
- With balances
- 237
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 |
|---|---|---|
| Captrust Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $76,464 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $49,766 |
| Charles Schwab & Co., Inc | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |