AUMdb

Parker Automotive Group Retirement Savings Plan

Sponsored by Parker Motors, Inc. · EIN 820344657 · Plan #003

Total assets
$43.8M
Net assets
$43.8M
Active participants
325
With balances
439

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
D.A. Davidson & Co. CRD 199 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
D. A. Davidson Investment advisory (plan) $57,100
Capital Group Retirement Plan Account maintenance fees $37,241
Break Thru Benefits, Llc Recordkeeping, Consulting (pension), Participant loan processing $17,040
Anastasi Moore & Martin Pllc Accounting $12,000