Williams, Kastner & Gibbs Pllc Retirement Plan
Sponsored by Williams, Kastner & Gibbs Pllc · EIN 910208860 · Plan #001
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 83
- With balances
- 144
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 |
|---|---|---|
| Reliant Consulting & Research, Inc. CRD 114445 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $35,305 |
| Greenwood Ohlund, Ps | Accounting, Direct payment from the plan | $14,500 |
| Reliant Consulting & Research | Investment management, Direct payment from the plan | $9,556 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $124 |