AUMdb

Woodhouse Auto Family 401(k) Plan

Sponsored by Woodhouse Ford, Inc. · EIN 470565206 · Plan #001

Total assets
$95.7M
Net assets
$95.7M
Active participants
1,396
With balances
1,524

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
Mutual Of Omaha Investor Services, Inc. CRD 611 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mutual Of Omaha Investor Services, Investment advisory (plan), Direct payment from the plan $78,162
Eide Bailly Cpas And Advisors Accounting, Direct payment from the plan $59,475
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $37,359
United Of Omaha Recordkeeping, Recordkeeping fees, Participant loan processing $21,195
Mesirow Investment advisory (plan), Direct payment from the plan $7,158