Abo Leasing Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Abo Leasing Corporation · EIN 274279358 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 282
- With balances
- 362
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 |
|---|---|---|
| Robert W. Baird & Co. Inc. | Insurance services, Investment advisory (plan), Insurance brokerage commissions | $40,752 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,476 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $18,517 |
| Lpl Financial | Consulting (general), Insurance services, Insurance brokerage commissions | $15,625 |