AUMdb

Devoe Automotive 401(k) Salary Savings Plan

Sponsored by Dick Devoe Buick Cadillac, Inc. · EIN 351051129 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
163
With balances
151

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
Everhart Financial Group Inc CRD 107091 fuzzy_auto · 97% 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
Everhart Financial Group Inc Everha Investment advisory (plan) $26,461
Empower Advisory Group, Llc Investment management $8,316
Empower Annuity Insurance Company Recordkeeping fees $0