Liberty Auto Group, Ltd. 401(k) Plan
Sponsored by Liberty Auto Group, Ltd. · EIN 341926108 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 374
- With balances
- 409
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $79,231 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $71,958 |
| Rea & Associates | Accounting, Direct payment from the plan | $16,400 |