Gdi Services Inc. 401(k) Savings Plan
Sponsored by Gdi Services Inc. · EIN 392079800 · Plan #005
- Total assets
- $137K
- Net assets
- $137K
- Active participants
- 8
- With balances
- 12
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 |
|---|---|---|
| Palatine Hill, Llc CRD 305619 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Palatine Hill Wealth Management | Investment advisory (plan) | $9,428 |
| July Business Services Llc | Recordkeeping | $5,575 |