Piemonte Group 401(k) Plan
Sponsored by Al Piemonte Ford Sales Inc · EIN 363100902 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 251
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lasalle Street Securities Llc | Investment advisory (plan) | $33,218 |
| Mowery & Schoenfeld Llc | Accounting | $16,250 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $10,890 |