AUMdb

General Equipment & Supplies, Inc. 401(k)

Sponsored by General Equipment & Supplies, Inc. · EIN 450382112 · Plan #001

Total assets
$33.3M
Net assets
$33.3M
Active participants
239
With balances
283

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
Heartland Trust Company Trustee (institutional) $124,809
Eide Bailly Llp Accounting $10,700
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $0