AUMdb

Don Davis Auto Group, Inc. 401(k) Profit Sharing Plan

Sponsored by Don Davis Auto Group, Inc. · EIN 752312443 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $51,171
Usi Advisors, Inc. Investment advisory (plan), Direct payment from the plan $30,065