Safford Automotive Group 401(k) Plan
Sponsored by James Gramm, Llc Dba Safford Chry/Jp/Ddge Of Fredericksburg · EIN 260016920 · Plan #001
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 1,519
- With balances
- 1,061
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $124,280 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $73,773 |