Ed Martin Auto Group 401(k) Profit Sharing Plan
Sponsored by Ed Martin East, Inc. · EIN 351591878 · Plan #001
- Total assets
- $35.0M
- Net assets
- $35.0M
- Active participants
- 664
- With balances
- 334
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 |
|---|---|---|
| Norwood Economics, Inc. CRD 282079 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Norwood Economics, Inc. | Investment advisory (plan) | $45,645 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,418 |