AUMdb

Lithia Motors, Inc. 401(k) Plan

Sponsored by Lithia Motors, Inc. · EIN 930572810 · Plan #003

Total assets
$1.0B
Net assets
$1.0B
Active participants
23,444
With balances
26,680

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees $1,633,011
Deschutes Investment Consulting, Ll Consulting fees $58,500
Kbf Cpas Llp Accounting $25,000