AUMdb

Beaver Toyota 401(k) Plan

Sponsored by Beaver Motors, Inc. Dba Beaver Toyota St. Augustine · EIN 611704931 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
413
With balances
406

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
Voya Retirement Ins. & Annuity Co Investment advisory (participants) $3,703
Mml Investors Services Inc Other fees $0
Usi Securities Other fees $0
Retirement Solutions Specialists Participant loan processing, Other fees, Other services $0
Morningstar Inv Management Investment advisory (plan), Investment advisory (participants) $0