AUMdb

Marthaler Auto Group 401(k) Plan

Sponsored by Marthaler Automotive, Ltd. · EIN 411806770 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
240
With balances
173

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
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $2,232
Wilshire Associates Inc. Investment advisory (participants) $958