Pope Group 401(k) Profit Sharing Plan
Sponsored by Pope Automotive Group · EIN 582313642 · Plan #003
- Total assets
- $0
- Net assets
- $0
- Active participants
- 1,496
- With balances
- 0
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 |
|---|---|---|
| Brookline Investments, Inc. CRD 109239 | fuzzy_auto · 93% | 2024 |
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Financial Services, Inc. | Contract administrator, Consulting (pension), Other services | $45,635 |
| Brinker Investments | Investment management, Investment management fees (direct) | $43,918 |
| Ima Advisory Services Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $8,571 |
| Nationwide Life Insurance Company | Recordkeeping, Custodial (other), Custodial (securities) | $8,428 |