United Automotive Association Pension Plan
Sponsored by Trustees United Automotive Association Pension Plan · EIN 431148320 · Plan #001 · Earth City, MO
- Total assets
- $6.0M
- Net assets
- $5.9M
- Active participants
- 11
- With balances
- 148
Plan year beginning 03/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Investment Advisors, Llc CRD 158055 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Direct payment from the plan, Participant communication | $55,003 |
| Anders Minkler Huber & Helm Llp | Accounting, Direct payment from the plan | $33,000 |
| Cardinal Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $7,500 |