G. W. Henssler & Associates, Ltd 401(k) Profit Sharing Plan
Sponsored by G.W. Henssler & Associates, Ltd. · EIN 582189215 · Plan #001
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 142
- With balances
- 158
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $10,066 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,807 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $13 |