AUMdb

Bill Penney Huntsville 401(k) Plan

Sponsored by Bill Penney Motor Company, Inc. · EIN 630626817 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
229
With balances
153

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
Empower Annuity Ins Co Of America Recordkeeping fees $26,325
National Automobile Dealers Assn Other fees $3,802
Stones River Consulting Inc Contract administrator $2,625
Capfinacial Partners Llc Other fees $634
Morgan Stanley Smith Barney Llc Other commissions $0