AUMdb

Toyota Of Orange 401(k) Plan

Sponsored by Dwwto · EIN 952746122 · Plan #002

Total assets
$135M
Net assets
$135M
Active participants
1,620
With balances
2,011

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $146,835
The Baldwin Group Wealth Advisors Investment advisory (plan) $90,223
Administrative Fiduciary Services I Other fees $68,678
Nova 401(k) Associates Contract administrator $20,936
Lance Soll & Lunghard Llp Accounting $14,800