Greenwood Chevrolet, Inc. 401(k) Profit Sharing Plan
Sponsored by Greenwood Chevrolet, Inc. · EIN 340869815 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 145
- With balances
- 154
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 |
|---|---|---|
| First Mason Financial, Llc CRD 145025 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Mason Financial Llc | Investment advisory (plan) | $31,769 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,462 |