Lokey Automotive Group 401(k) Plan
Sponsored by Lokey Oldsmobile, Inc. · EIN 590881085 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 276
- With balances
- 278
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $19,313 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $17,934 |
| Cambridge Investment Group | Other fees | $5,689 |