AUMdb

Fred Beans Automotive Group 401(k) Plan

Sponsored by Fred Beans Ford, Inc. · EIN 231982412 · Plan #333

Total assets
$117M
Net assets
$117M
Active participants
2,351
With balances
2,298

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
Hornor, Townsend & Kent, Llc CRD 4031 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Hornor Townsend & Kent Inc Investment advisory (plan) $121,224
Boyer And Ritter Llc Accounting $18,500
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,970