Bob Boyd Auto Family Salary Deferral Plan
Sponsored by Bob Boyd Auto Family · EIN 310794810 · Plan #004
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 121
- With balances
- 113
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 |
|---|---|---|
| The Joseph Group Llc CRD 165311 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Joseph Group, Llc | Investment advisory (plan) | $35,727 |
| July Business Services, Llc | Recordkeeping | $23,027 |