Shelor Automotive Group 401(k) Plan & Profit Sharing Trust
Sponsored by Shelor Motor Mile, Inc. · EIN 542034939 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 425
- With balances
- 541
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 | $73,428 |
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $45,995 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $83 |
| Adp Broker Dealer | Other services, Other fees | $0 |