AUMdb

Mauer Chevrolet 401(k) Profit Sharing Plan And Trust

Sponsored by Mauer Chevrolet · EIN 264600879 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
150
With balances
122

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 Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $77,348
Tax Sheltered Compensation, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $4,000