Stead Automotive Group #1 401(k) Plan
Sponsored by Walnut Creek Ford, Inc. · EIN 680193997 · Plan #002
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 326
- With balances
- 376
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 |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $35,165 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $19,241 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $4,975 |