Bean Automotive Group 401(k) Plan
Sponsored by Kendall Imports, Llc · EIN 522135876 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 497
- With balances
- 564
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Investment advisory (plan), Other fees | $58,320 |
| John Hancock | Contract administrator, Recordkeeping fees, Recordkeeping | $39,459 |
| The Benefit Practice | Contract administrator, Consulting (general), Other fees | $19,100 |
| Wilshire Associates | Investment advisory (plan), Other fees | $3,333 |