Burlington Automotive Group Profit Sharing Plan
Sponsored by Burlington Automotive Group · EIN 232985205 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.6M
- Active participants
- 334
- With balances
- 358
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,631 |
| Legacy Retirement Solutions Llc | Contract administrator, Direct payment from the plan, Other fees | $11,225 |
| Lpl Financial Llc | Other services, Other commissions, Other fees | $0 |
| Withum | Accounting, Direct payment from the plan | $0 |
| Charles Schwab & Co, Inc | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |