AUMdb

Kayser Automotive Group 401(k) Plan

Sponsored by Kayser Ford, Inc. · EIN 391460374 · Plan #002

Total assets
$36.1M
Net assets
$36.0M
Active participants
440
With balances
372

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
First Business Trust & Investments Trustee (institutional) $100,713
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0