Guttman Energy, Inc. Retirement Savings Plan
Sponsored by Guttman Energy, Inc. · EIN 250956510 · Plan #002
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 225
- With balances
- 304
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $40,000 |
| Schneider Downs & Co, Inc | Accounting | $17,500 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,245 |