Gi Associates, Llc 401(k) Profit Sharing Plan And Trust 006 Gis
Sponsored by Gi Associates, Llc · EIN 391994360 · Plan #006
- Total assets
- $63.2M
- Net assets
- $63.2M
- Active participants
- 300
- With balances
- 341
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 |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dana Investment Advisors Inc | Investment advisory (plan) | $59,576 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,895 |
| Empower Advisory Group, Llc | Investment management | $14,249 |