AUMdb

Andy Mohr Automotive 401(k) Plan

Sponsored by Andy Mohr Automotive Group, Inc. · EIN 208324241 · Plan #001

Total assets
$36.2M
Net assets
$36.2M
Active participants
1,121
With balances
890

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $26,826
Forvis Mazars Llp Other fees $13,581
Voya Retirement Insurance & Annuity Recordkeeping fees $10,791
Sapient Capital, Llc Other fees $0
Morningstar Investment advisory (plan) $0