Dan Perkins Group 401(k) Savings Plan
Sponsored by Dan Perkins Subaru, Inc. · EIN 061082099 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 171
- With balances
- 192
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 |
|---|---|---|
| Gfs Wealth Management Advisors, Inc. CRD 285679 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gfs Wealth Management Advisors, Inc | Investment advisory (plan), Consulting fees | $27,131 |
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $23,053 |
| Carron & Bletzer, Pllc | Accounting, Direct payment from the plan | $12,150 |