AUMdb

Pete's Tire Barns, Inc. 401(k) Plan

Sponsored by Pete's Tire Barn, Inc. · EIN 042485717 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
337
With balances
210

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Epic Retirement Plan Services Recordkeeping, Participant communication $43,657
Morningstar Investment Management Investment advisory (plan) $29,079