Lockhart Automotive Group 401(k) Profit Sharing Plan
Sponsored by Lockhart Automotive Group, Inc. · EIN 351284797 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.6M
- Active participants
- 177
- With balances
- 98
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $19,067 |