Thomas Dodge, Chrysler, Jeep Of Highland, Inc. Employees' 401(k) Plan
Sponsored by Thomas Dodge, Chrysler, Jeep Of Highland, Inc. · EIN 351419614 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 182
- With balances
- 222
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 |
|---|---|---|
| Royal Capital Wealth Management Llc CRD 292217 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Royal Capital Wealth Management Ll | Investment advisory (plan) | $46,731 |
| Swartz Retson And Co | Accounting | $15,700 |
| Fidelity Investments Institutional | Trustee (directed), Sub-transfer agency fees, Recordkeeping fees | $894 |