AUMdb

Muskegon Car Credit, Inc. 401 K Plan

Sponsored by Muskegon Car Credit, Inc. · EIN 383175006 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
112
With balances
121

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $17,878
Triad Advisors Inc Investment advisory (plan) $9,076
Novotny Cpa Group Plc Accounting $6,100
Osaic Wealth Inc Investment advisory (plan) $2,703
Empower Advisory Group, Llc Investment management $287