AUMdb

Tom Bell Group 401(k) Retirement Plan

Sponsored by Dick Dewese Chevrolet Inc. Dba Tom Bell Chevrolet · EIN 640607960 · Plan #002

Total assets
$12.1M
Net assets
$12.1M
Active participants
362
With balances
378

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $65,246
Nfp Retirement Inc Investment advisory (plan) $51,886