AUMdb

Sarasota 500, Llc Dba Sarasota Ford 401 K Plan

Sponsored by Sarasota 500, Llc · EIN 200194997 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
187
With balances
115

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
Great West Life & Annuity Insurance Recordkeeping, Insurance services, Participant loan processing $35,033
Merrill Lynch Pierce Fenner Smith Real estate brokerage, Other commissions $18,958