Dealerbuilt 401(k) Plan
Sponsored by Lightyear Dealer Technologies, Llc · EIN 431929998 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 121
- With balances
- 176
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 |
|---|---|---|
| Trasatti Wealth Planning, Llc CRD 139668 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trasatti Wealth Planning, Llc | Investment advisory (plan) | $19,535 |
| Scp Rs Buyer Corp | Recordkeeping | $18,127 |