AUMdb

Ed Stivers Ford, Inc. 401(k) Plan

Sponsored by Ed Stivers Ford, Inc. · EIN 134310141 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
134
With balances
126

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
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $21,264
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $3,632
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0