AUMdb

Discount Tire/America's Tire Retirement Plan

Sponsored by The Reinalt Thomas Corporation · EIN 381889682 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
15,665
With balances
18,290

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees, Recordkeeping, Direct payment from the plan $918,036
Morgan Stanley Investment advisory (plan) $60,000
Fennemore Craig Other fees, Legal $14,770
Charles Schwab & Co Inc Investment advisory (participants), Securities brokerage, Direct payment from the plan $582