St. Louis Auto Dealers Association Machinists District No. 9 401(k) Plan
Sponsored by St. Louis Auto Dealers Association · EIN 430299790 · Plan #002
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 698
- With balances
- 281
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $76,599 |
| Captrust Investment Advisors | Investment advisory (participants), Investment advisory (plan) | $69,206 |
| Wolff & Taylor, Pc | Accounting | $20,964 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |