AUMdb

Sandy Sansing Automotive 401(k) Plan

Sponsored by Sandy Sansing Chevrolet, Inc. · EIN 591058938 · Plan #004

Total assets
$11.9M
Net assets
$11.9M
Active participants
555
With balances
532

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
Wells Fargo Clearing Services, Llc CRD 19616 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 $49,494
Wells Fargo Clearing Services Llc Investment advisory (plan) $26,901