Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan
Sponsored by Carl Black Chevrolet Buick Gmc Inc. · EIN 582001655 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 448
- With balances
- 271
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 |
|---|---|---|
| Iams Wealth Management, Llc CRD 286085 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $28,442 |
| Cherry, Bekaert Llp | Other fees | $10,365 |
| Iams Wealth Management Llc Iams Wea | Investment advisory (plan) | $9,618 |