Ciocca Ford Of Quakertown 401(k) Plan
Sponsored by Ciocca Ford Of Quakertown Inc · EIN 232715152 · Plan #001
- Total assets
- $57.9M
- Net assets
- $57.9M
- Active participants
- 1,955
- With balances
- 2,017
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $38,909 |
| Boyer & Ritter Llc | Accounting | $24,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,687 |