West Coast 401(k) Plan
Sponsored by Gmh, Inc. Dba West Coast Air Conditioning · EIN 770384636 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 109
- With balances
- 101
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $30,891 |
| Morgan Stanley | Investment advisory (plan) | $25,776 |
| Holthouse Carlin & Van Trigt Llp | Investment advisory (plan) | $11,000 |
| The Benefit Practice | Contract administrator | $1,012 |