AUMdb

The Sterling Bmw Retirement Savings Plan

Sponsored by Sterling Motors, Ltd, Dba Sterling Bmw · EIN 330120479 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
95
With balances
117

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
Reliance Trust Company Other insurance wrap fees, Recordkeeping, Recordkeeping fees $14,466