Garver Retirement Plan
Sponsored by Garver, Llc · EIN 010733400 · Plan #002
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 1,484
- With balances
- 1,750
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 |
|---|---|---|
| Meridian Management Co CRD 110216 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $113,563 |
| Meridian Management Co | Investment advisory (participants), Investment advisory (plan) | $95,000 |
| Captrust | Investment advisory (plan) | $11,875 |