AUMdb

Bob Johnson Group Retirement Savings Plan

Sponsored by Bob Johnson Chevrolet · EIN 161170100 · Plan #001

Total assets
$50.9M
Net assets
$50.9M
Active participants
1,211
With balances
987

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
Empower Life & Annuity Insurance Recordkeeping fees $74,535
Modern Wealth Holdings Llc Investment advisory (plan), Contract administrator $62,315
Lpl Financial Investment advisory (plan) $24,468
Bia Consulting, Llc Contract administrator $8,702
Efpr Group Llp Accounting, Trustee (directed) $7,900