AUMdb

Crews Auto Group 401(k) Plan

Sponsored by Soc Llc · EIN 562277691 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
145
With balances
116

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nationwide Investment advisory (participants), Investment management fees (direct), Participant loan processing $36,303
Truist Investment Srvcs Investment management fees (direct), Other commissions $16,134
Nationwide Recordkeeping fees $4,034
Trinity Pension Group, Llc Contract administrator, Recordkeeping, Participant loan processing $3,218