AUMdb

Rallye Motor Company 401(k) Plan

Sponsored by Rallye Motors, Llc · EIN 113566414 · Plan #003

Total assets
$66.0M
Net assets
$66.0M
Active participants
452
With balances
775

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $94,231
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $52,375
Grassi & Co Cpas Pc Accounting $17,262