Dan Gernatt Gravel Products Incorporated Savings And Security Plan
Sponsored by Dan Gernatt Gravel Products, Inc. · EIN 160805847 · Plan #002
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 195
- With balances
- 233
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonweath Equity Services Llc Bd | Investment advisory (plan) | $45,689 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,582 |
| Empower Advisory Group, Llc | $279 |