AUMdb

Gilton Solid Waste Management, Inc. Profit Sharing 401(k) Plan

Sponsored by Gilton Solid Waste Management, Inc. · EIN 942268035 · Plan #001

Total assets
$33.4M
Net assets
$33.3M
Active participants
327
With balances
336

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Corp Investment advisory (plan) $73,054
Osborne & Associates, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $32,368
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $21,271
Priest Amistadi Accounting $11,000
Principal Life Insurance Company Insurance services, Other insurance fees and expenses $3,300