AUMdb

Chalmers Ford 401(k) Plan

Sponsored by Chalmers Ford, Inc. · EIN 850428532 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
212
With balances
201

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
First Heartland Consultants Inc Other fees $35,506
Empower Annuity Insurance Company Recordkeeping fees $29,442
Empower Advisory Group, Llc Investment management $3,557