Wilson Brown Motors Inc Retirement Plan
Sponsored by Wilson Brown Motors Inc · EIN 232587790 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 151
- With balances
- 111
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 Financial Advisor Group Llc CRD 322212 | fuzzy_auto · 94% | 2024 |
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith Elliott Kearns & Company Llc | Contract administrator, Direct payment from the plan | $13,731 |
| Creative Financial Group | Insurance agents and brokers, Investment advisory (plan) | $11,569 |
| Professional Capital Services Llc | Claims processing, Contract administrator, Recordkeeping | $10,418 |
| Newsquare Capital, Llc | Insurance agents and brokers, Investment advisory (plan) | $7,231 |