AUMdb

Sutton Auto Team Retirement Plan

Sponsored by Sutton Ford, Inc. · EIN 363669281 · Plan #003

Total assets
$10.6M
Net assets
$10.6M
Active participants
331
With balances
241

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
Correll Co. Recordkeeping, Recordkeeping fees $29,940
Mesirow Financial, Inc. Investment management, Distribution (12b-1) fees $23,528