Family Dealership Group Employee Savings Plan
Sponsored by Family Dealership Group, Llc · EIN 471341328 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 253
- With balances
- 224
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $25,580 |
| Kestra Advisory | Investment advisory (plan), Direct payment from the plan | $23,630 |