The Ginn Group, Inc. 401(k) Profit Sharing & Trust
Sponsored by The Ginn Group, Inc. · EIN 582352827 · Plan #002
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 7
- With balances
- 75
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $3,900 |
| Derbend Asset Management Llc | Investment advisory (participants) | $0 |
| Waverly Advisors, Llc | Investment advisory (participants) | $0 |