AUMdb

Sport Chevrolet Honda 401(k) Plan

Sponsored by Sport Chevrolet Company Llc · EIN 520792420 · Plan #002

Total assets
$17.1M
Net assets
$17.1M
Active participants
181
With balances
196

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Investment advisory (participants) $34,971
Wells Fargo Clearing Services, Llc Investment advisory (participants) $28,275
Nationwide Recordkeeping, Investment advisory (participants), Investment management $21,539
Long Island Employee Benefits Group Contract administrator, Recordkeeping, Consulting (pension) $13,185