AUMdb

Willowbrook Ford, Inc. 401(k) Plan

Sponsored by Willowbrook Ford, Inc. · EIN 363063579 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
164
With balances
140

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
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $23,860
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $20,635
Southeastern Employee Benefit Servi Recordkeeping, Participant loan processing, Recordkeeping fees $2,175