AUMdb

Ed Napleton Dealership Group 401(k) Plan

Sponsored by Ed Napleton Oak Lawn Imports, Inc. · EIN 363480707 · Plan #001

Total assets
$46.8M
Net assets
$46.8M
Active participants
1,932
With balances
1,939

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $101,340
Mma Securities, Llc Investment advisory (plan) $96,594
Empower Advisory Group,Llc Investment management $52,577
Compass Retirement Consulting Group Contract administrator $31,447