Chapman Automotive Group 401(k) Plan And Trust
Sponsored by Chapman Automotive Group, L.L.C. · EIN 860842909 · Plan #001
- Total assets
- $94.3M
- Net assets
- $94.0M
- Active participants
- 1,863
- With balances
- 1,129
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (participants) | $93,856 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $25,290 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $17,132 |