AUMdb

Auto Driveaway Retirement Plan

Sponsored by Auto Driveaway Systems, Llc · EIN 261503292 · Plan #001

Total assets
$2.3M
Net assets
$2.3M
Active participants
229
With balances
162

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $11,042
Lpl Financial Investment advisory (plan) $5,528
Empower Advisory Group, Llc Investment management $2,878
Mma Securities Llc Investment advisory (plan) $1,250