AUMdb

Toyota Of Clermont 401 K Plan

Sponsored by Clermont Motor Sales Llc · EIN 204196188 · Plan #001

Total assets
$2.0M
Net assets
$2.0M
Active participants
137
With balances
125

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
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $4,585
Ameriprise Fncl Serv Llc Consulting (general), Consulting fees $0