AUMdb

Glenbrook Automotive Group 401 K Plan

Sponsored by Glenbrook Dodge, Inc. · EIN 351446777 · Plan #001

Total assets
$15.9M
Net assets
$15.7M
Active participants
330
With balances
268

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $25,000
Empower Annuity Insurnace Company Recordkeeping fees $21,674
Retirement Plan Concepts & Services Contract administrator $18,156
Empower Advisory Group, Llc Investment management $7,802