Sg Chevrolet 401(k) Savings Plan
Sponsored by Sg Chevrolet, Llc · EIN 270499407 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 686
- With balances
- 612
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 |
|---|---|---|
| Regal Investment Advisors Llc CRD 125004 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $56,436 |
| Regal Investment Advisors Llc | Investment advisory (plan) | $31,498 |