AUMdb

Greenslate Llc 401(k) Plan

Sponsored by Greenslate Llc · EIN 271144329 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
162
With balances
154

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
Capital Management Group, Inc. CRD 109898 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rpg Consultants Recordkeeping, Consulting (pension), Participant loan processing $22,725
Capital Management Group Investment advisory (participants), Investment advisory (plan), Investment management $18,678
Mid Atlantic Trust Company Custodial (securities) $7,605