AUMdb

Greenfield World Trade, Inc. 401(k) Plan

Sponsored by Greenfield World Trade, Inc. · EIN 650911766 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
313
With balances
309

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Benchmark Financial Wealth Advisors Recordkeeping, Trustee (institutional), Other services $33,163
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $27,534
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0