Bob Poynter Auto Group 401(k) Retirement Plan
Sponsored by Poynter Chevrolet Buick, Cadillac Gmc Trucks, Inc. · EIN 351464161 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 121
- With balances
- 111
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan), Consulting fees | $26,397 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $17,867 |