Dolan Auto Group 401(k) Profit Sharing Plan
Sponsored by Dolan Enterprises, Inc. Dba Dolan Toyota · EIN 880122725 · Plan #001
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 662
- With balances
- 505
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $30,418 |
| Forusall Advisors Llc | Investment advisory (plan) | $29,294 |