Usa Automotive Partners 401 K Plan (Formerly Caldwell Country 401 K Plan)
Sponsored by Usa Automotive Partners, Llc · EIN 873266366 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 136
- With balances
- 154
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 |
|---|---|---|
| Kestra Investment Services, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $11,786 |
| Capital Group Retirement Plan Serv | Recordkeeping, Investment management, Participant loan processing | $6,424 |