Bill Deluca Companies 401(k) Plan
Sponsored by Bill Deluca Chevrolet Cadillac, Inc · EIN 042565924 · Plan #002
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 297
- With balances
- 340
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 |
|---|---|---|
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Investment Planning, Inc. | Investment advisory (plan), Consulting fees | $72,327 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $9,977 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |