Jeff Schmitt Auto Group, Inc. 401 K Plan
Sponsored by Jeff Schmitt Auto Group, Inc. · EIN 310515803 · Plan #002 · Fairborn, OH
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 308
- With balances
- 151
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $26,389 |
| Dynamic Pension Services, Inc. | Contract administrator | $13,298 |