AUMdb

Global Automotive Systems 401(k) Retirement Plan

Sponsored by Advanced Vehicle Assemblies Llc · EIN 862730587 · Plan #002

Total assets
$17.9M
Net assets
$17.9M
Active participants
376
With balances
471

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 · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $32,512
Gregory J Schwartz & Co Inc Investment advisory (plan) $32,179
Yeo & Yeo Pc Accounting $17,900