AUMdb

Gastrointestinal Specialist Of Geor Gia, Inc. 401(k) Profit Sharing Plan

Sponsored by Gastrointestinal Specialist Of Geor Gia, Inc. · EIN 582136821 · Plan #001

Total assets
$40.4M
Net assets
$40.4M
Active participants
113
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
Truist Advisory Services, Inc. CRD 283390 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Truist Advisory Services, Inc Investment advisory (participants) $45,710
The Retirement Plan Company Investment management fees (direct), Recordkeeping fees $9,635
Sheakley Contract administrator $5,224
Matrix Trustee (institutional) $4,455