Kia Of Lagrange 401(k) Plan
Sponsored by Plant City Automotive, Inc Dba Kia Of Lagrange · EIN 270980531 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.1M
- Active participants
- 168
- With balances
- 94
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,271 |
| Pension Financial Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,100 |
| Raymond James Financial Services In | Investment advisory (plan) | $828 |