AUMdb

Buckeye Automotive Family 401(k) Retirement Plan

Sponsored by Buckeye Honda · EIN 311107645 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
204
With balances
236

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Co. Contract administrator, Participant loan processing, Direct payment from the plan $75,883
Edward Jones Investment advisory (plan), Other fees $0
Trinity Pension Consultants Inc Other services, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0