Rochester Auto Group 401(k) Profit Sharing Plan
Sponsored by Rochester Motor Company, Inc. · EIN 911992856 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 516
- With balances
- 553
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,681 |
| Northwestern Mutual Wealth Mgmt | Investment advisory (plan) | $32,600 |
| Ascensus Holdings, Inc. | Consulting (general) | $23,508 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,714 |