AUMdb

Gha Autism Supports 401(k) Plan

Sponsored by Gha Autism Supports · EIN 561218105 · Plan #002

Total assets
$3.6M
Net assets
$3.6M
Active participants
255
With balances
99

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Uwharrie Investment Advisors, Inc. CRD 117592 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Uwharrie Investment Advisors, Inc. Investment advisory (plan), Direct payment from the plan $19,651
American Trust Company Trustee (discretionary), Contract administrator, Recordkeeping $14,927