AUMdb

Gis National, Llc 401(k) Plan And Trust

Sponsored by Gis National, Llc · EIN 462499839 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
295
With balances
333

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
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Empower Annuit Ins Co Of America Recordkeeping fees $46,940
Cetera Investment Advisors Llc Investment advisory (plan) $21,522
Empower Advisor Group Investment management $13,954
Carnow And Associates, Ltd. Contract administrator $5,150