Auffenberg Employees 401(k) Plan And Trust
Sponsored by Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. · EIN 370744881 · Plan #003
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 218
- With balances
- 319
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 |
|---|---|---|
| Diversified Financial Advisors, Llc CRD 118261 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Diversified Financial | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $239,912 |
| Proffesional Capital Services, Llc | Contract administrator, Recordkeeping, Copying and duplicating | $173,836 |