Green Mountain Electric Supply, Inc. 401(k) Profit Sharing Plan
Sponsored by Green Mountain Electric Supply, Inc. · EIN 030187330 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 439
- With balances
- 263
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants) | $47,114 |
| Vanguard Group, Inc | Custodial (other) | $6,649 |
| Future Planning Associates, Inc | Recordkeeping fees | $6,000 |