AUMdb

Gregg Young Automotive Group 401(k) Plan

Sponsored by Gregg Young Chevrolet, Inc. · EIN 470528470 · Plan #002

Total assets
$15.9M
Net assets
$15.9M
Active participants
447
With balances
476

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
Wealthplan Partners, Llc CRD 305026 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wealthplan Partners, Inc. Investment advisory (participants) $49,227
John Hancock Life Insurance Company Recordkeeping $7,286