Christian Brothers Automotive 401(k) Plan
Sponsored by Christian Brothers Automotive Corporation · EIN 760020837 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 160
- With balances
- 194
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Hilltop Securities Inc. CRD 6220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co. , L.P. | Investment advisory (participants) | $19,366 |
| Hilltop Securities Inc | Investment advisory (plan) | $8,244 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $2,485 |
| The Retirement Advantage, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,999 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,767 |
| Wilshire Associates Inc | Investment advisory (participants) | $1,549 |
| John Hancock Life Insurance Company | Recordkeeping, Other insurance wrap fees | $670 |