AUMdb

Germain Automotive Partnership, Inc. 401(k) Plan

Sponsored by Germain Automotive Partnership, Inc. · EIN 274723638 · Plan #001

Total assets
$48.5M
Net assets
$48.5M
Active participants
1,233
With balances
905

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
Schneider Downs Wealth Management Advisors, Lp CRD 128591 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Schneider Downs Wealth Mgmt Adv. Investment advisory (participants), Investment advisory (plan) $183,932
Schneider Downs Ret. Solutions Recordkeeping $43,318
Charles Schwab Trust Company Custodial (securities), Trustee (institutional) $13,152