AUMdb

Global Retirement Solutions 401(k) Plan

Sponsored by Chipton Ross, Inc. · EIN 953889434 · Plan #001

Total assets
$44.4M
Net assets
$44.4M
Active participants
1,282
With balances
1,884

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $122,344
Weinberg & Co. La Accounting $9,500