AUMdb

Jim Butler Auto Group 401 K Plan

Sponsored by Jim Butler Chevrolet Inc. · EIN 430913317 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
242
With balances
219

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
Diversified Financial Advisors, Llc CRD 118261 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pcs Retirement, Llc Contract administrator, Recordkeeping, Consulting (general) $57,645
Diversified Financial Advisors Inc. Direct payment from the plan, Investment advisory (plan) $54,827
Armanino Llp Consulting fees, Accounting $10,175