AUMdb

Garrison, Inc. 401(k) Retirement Savings Plan

Sponsored by Garrison, Inc. · EIN 843498367 · Plan #001

Total assets
$28.3M
Net assets
$28.3M
Active participants
570
With balances
733

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $118,692
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $64,809
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0