AUMdb

Shults Auto Group 401(k) Plan

Sponsored by Ed Shults Chevrolet, Inc. · EIN 161169076 · Plan #002

Total assets
$6.4M
Net assets
$6.4M
Active participants
163
With balances
156

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
Nationwide Contract administrator, Recordkeeping, Recordkeeping fees $22,028
The Pension Service, Inc. Recordkeeping, Recordkeeping fees $5,145
Lincoln Investment Planning Securities brokerage $0