Meade Lexus 401 K Plan And Trust
Sponsored by M&M Luxury Automotive, Llc · EIN 472678409 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 119
- With balances
- 112
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. | Investment advisory (plan), Direct payment from the plan, Distribution (12b-1) fees | $29,101 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $18,782 |