O'brien Auto Group 401(k) Plan
Sponsored by Ho, Inc. Dba Lexus Of Bellevue · EIN 911438162 · Plan #001
- Total assets
- $58.9M
- Net assets
- $58.9M
- Active participants
- 869
- With balances
- 1,102
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $84,058 |
| Global Retirement Partners | Investment advisory (plan) | $20,000 |