AUMdb

Auffenberg Union Employees' 401(k) Plan

Sponsored by Auffenberg Hyundai, Inc. · EIN 371245316 · Plan #002

Total assets
$7.3M
Net assets
$7.3M
Active participants
112
With balances
168

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
Diversified Financial Advisors, Llc CRD 118261 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Contract administrator, Recordkeeping, Consulting (general) $24,867
Diversified Financial Advisors Investment advisory (plan), Investment management $23,249