Patrick Dealer Group Savings Plan
Sponsored by Patrick Schaumburg Automobiles, Inc. · EIN 362067684 · Plan #001
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 309
- With balances
- 455
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $72,337 |
| At Investment Advisors Inc | Investment advisory (participants), Direct payment from the plan | $51,328 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $40,653 |
| Pentegra Services Inc. | Other services, Other fees, Contract administrator | $24,249 |
| Pentegra Services Inc. | Contract administrator, Direct payment from the plan | $10,133 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |