AUMdb

George's, Inc. 401(k) Profit Sharing Plan

Sponsored by George's, Inc. · EIN 710439829 · Plan #001

Total assets
$136M
Net assets
$136M
Active participants
7,702
With balances
4,693

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
Bokf, Na Custodial (securities), Investment management, Shareholder servicing fees $362,774
Forvis Mazars, Llp Accounting $0