AUMdb

Donley Auto Group 401(k) Plan

Sponsored by Donley Ford Of Ashland, Inc. · EIN 341235712 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
99
With balances
88

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Planchec(k) Cpas Llc Contract administrator $10,500
Rea & Associates, Inc Contract administrator $7,514
Capital Group Retirement Plan Recordkeeping fees $963