Koons Automotive Group Retirement Savings Plan
Sponsored by Jim Koons Management Company, Inc. · EIN 521476401 · Plan #001
- Total assets
- $257K
- Net assets
- $257K
- Active participants
- 342
- With balances
- 10
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan) | $85,044 |
| Baker Tilly Us, Llp | Accounting | $11,130 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,956 |