AUMdb

Western Slope Auto Company 401(k) Plan

Sponsored by Western Slope Auto Company · EIN 840350920 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
120
With balances
125

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $23,675
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $19,023
Dwc Cpas Advisors Investment advisory (plan), Direct payment from the plan $3,500