AUMdb

Mcdonald Automotive Group Salary Deferral 401(k) Plan

Sponsored by Continental Volkswagon Llc · EIN 850136821 · Plan #001

Total assets
$26.7M
Net assets
$26.7M
Active participants
676
With balances
867

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $178,913
Wakefield Asset Management Lllp Recordkeeping, Consulting (pension), Direct payment from the plan $110,273
Charles Schwab Investment Mgmt Inc. Securities brokerage $130