AUMdb

Koons Ford Of Annapolis, Inc. 401(k) Profit Sharing Plan

Sponsored by Koons Ford Of Annapolis, Inc. · EIN 520894275 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
71
With balances
182

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $23,361
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $17,504
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0