Chariot Auto Retirement Readiness 401(k)plan
Sponsored by Button Motors Inc. · EIN 350819046 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 231
- With balances
- 210
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 97% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Contract administrator, Recordkeeping, Recordkeeping fees | $20,615 |
| Retirement Plan Concepts & Services | Recordkeeping fees | $19,920 |
| Shepherd Financial Investment | Investment advisory (plan) | $14,000 |
| Osaic Wealth Inc | Investment advisory (plan) | $7,000 |