AUMdb

Greenheck Fan Corporation 401(k) & Savings Plan

Sponsored by Greenheck Fan Corporation · EIN 390920319 · Plan #005

Total assets
$579M
Net assets
$579M
Active participants
4,531
With balances
5,586

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
Milliman, Inc Recordkeeping, Participant loan processing, Direct payment from the plan $495,037
Matrix Trust Company Custodial (securities), Trustee (directed), Direct payment from the plan $86,338
Francis Investment Counsel Investment advisory (plan), Direct payment from the plan $41,640