G&A Strategy And Design Llc 401(k) Plan
Sponsored by G&A Strategy And Design Llc · EIN 522185723 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 133
- With balances
- 200
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ritholtz Wealth Management CRD 168652 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $22,959 |
| Global Retirement Partners | Investment advisory (plan) | $16,774 |
| Empower Advisory Group, Llc | Investment management | $5,067 |
| Uniglobal Pension Planning, In. | Contract administrator | $4,275 |
| Ritholtz Wealth Management Llc | Investment advisory (plan) | $2,459 |