Edlin Gallagher Huie & Blum Llp 401(k) Profit Sharing Plan
Sponsored by Edlin Gallagher Huie & Blum Llp · EIN 943381447 · Plan #003
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 52
- With balances
- 99
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,334 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Llc | Other services, Other fees | $0 |