AUMdb

Shippers Automotive Group 401(k) Plan

Sponsored by Shippers Automotive Group, Llc · EIN 311331563 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
253
With balances
291

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
Castle Rock Investment Company CRD 140299 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $39,366
Castle Rock Investment Company Investment advisory (plan) $12,500
Baker Tilly Virchow Krause, Llp Other fees $7,919