Price Family 401(k) Plan
Sponsored by Price Family Dealerships · EIN 465176177 · Plan #001
- Total assets
- $39.4M
- Net assets
- $39.4M
- Active participants
- 1,037
- With balances
- 1,232
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Investment advisory (participants), Participant loan processing | $104,006 |
| Nfp Retirement | Investment advisory (plan) | $9,479 |
| Creative Planning Associates | Investment advisory (plan) | $8,020 |