Petersen Automotive Museum Foundation 401 K Plan
Sponsored by Petersen Automotive Museum Foundation · EIN 954739699 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 162
- With balances
- 126
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $20,557 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,635 |