AUMdb

Gregory Electric Company, Inc. Employee Savings And Profit Sharing Plan

Sponsored by Gregory Electric Company, Inc. · EIN 570362682 · Plan #002

Total assets
$20.3M
Net assets
$20.3M
Active participants
220
With balances
179

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
Comperio Retirement Consulting, Inc. CRD 140786 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Comperio Retirement Consulting, In Investment advisory (plan) $15,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,007