AUMdb

G. H. Tool & Mold 401(k) Plan

Sponsored by G.H. Tool & Mold, Llc · EIN 431298245 · Plan #002

Total assets
$32.6M
Net assets
$32.6M
Active participants
140
With balances
183

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $71,776
Moneta Group Llc Investment advisory (plan) $66,564
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0