AUMdb

Great Lakes Dredge & Dock Company, Llc 401(k) Savings Plan

Sponsored by Great Lakes Dredge & Dock Company, Llc · EIN 201354414 · Plan #005

Total assets
$217M
Net assets
$217M
Active participants
389
With balances
634

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
Capital Strategies, Inc. CRD 121704 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 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 $50,228
Capital Strategies Consulting (general), Investment advisory (plan) $50,000
Strategic Advisors, Inc. Investment advisory (plan) $45,013
Baker Tilly Us, Llp Accounting, Investment advisory (plan) $18,900