Rosen Hyundai Enterprises, Llc 401(k) Plan
Sponsored by Rosen Hyundai Enterprises, Llc · EIN 473339060 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 109
- With balances
- 158
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 Ins Co Of Amer | Recordkeeping fees | $14,899 |
| William Blair & Company | Other fees | $10,173 |
| Map Retirement, Inc. | Contract administrator | $8,333 |
| Creative Planning Llc | Investment advisory (plan) | $4,069 |
| Empower Advisory Group, Llc | Investment management | $3,110 |
| Map Retirement Usa Llc | Contract administrator | $0 |