Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust
Sponsored by Jeff Wyler Automotive Family, Inc. · EIN 310842514 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 1,506
- With balances
- 1,627
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $68,725 |
| Lpl Financial, Llc | Investment advisory (plan) | $64,560 |