AUMdb

Mike Shaw Automotive 401(k) Plan

Sponsored by Mike Shaw Management, Inc. · EIN 331089191 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
158
With balances
403

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 $10,833
Plante & Moran, Pllc Accounting $9,000
Hightower Securities Llc Other commissions $0