AUMdb

Sutherlin Automotive Group, Llc 401(k) Plan

Sponsored by Sutherlin Automotive Group, Llc · EIN 882751945 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
123
With balances
232

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Aprio Llp Accounting, Other fees $29,718
Empower Annuity Insurance Company Recordkeeping fees $14,225
Buckinghamretirement Solutions Accounting, Other fees $11,434
Newport Group, Inc. Recordkeeping $7,445
Empower Advisory Group, Llc Investment management $5,363