Chris Auffenberg Automotive 401(k) Profit Sharing Plan
Sponsored by Chris Auffenberg Ford, Inc. · EIN 431458848 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 139
- With balances
- 134
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 |
|---|---|---|
| Diversified Financial Advisors, Llc CRD 118261 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Diversified Financial Advisors, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $281,904 |
| Pcs Retirement, Llc | Contract administrator, Recordkeeping | $47,974 |