Oc Auto Team 401 K Plan
Sponsored by Pb&J Automotive, Inc. Dba Tustin Mazda/Tustin Hyundai · EIN 161690678 · Plan #002
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 196
- With balances
- 254
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Float revenue, Participant loan processing | $8,063 |
| Pension Benefits Unlimited, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,883 |