Anderson Auto Group 401(k) Profit Sharing Plan & Trust
Sponsored by Aai, Inc. · EIN 470769916 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 526
- With balances
- 287
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $33,648 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $25,000 |
| Agsn, P.C. | Accounting | $11,500 |