AUMdb

Garrett Transportation I, Inc. 401(k) Plan

Sponsored by Garrett Transportation I, Inc. · EIN 824723195 · Plan #001

Total assets
$31.0M
Net assets
$31.0M
Active participants
198
With balances
281

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Domestic Holdings, Investment advisory (plan) $101,465
Crowe Llp Accounting $11,944
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,234
Strategic Advisors, Inc. Investment advisory (plan) $5,541