AUMdb

Gpac, Llc 401(k) Plan

Sponsored by Gpac, Llc · EIN 460412636 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
288
With balances
311

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Security National Bank Trustee (institutional), Investment management, Recordkeeping fees $18,886
Charles Schwab Trust Bank Shareholder servicing fees, Float revenue, Custodial (securities) $4,368
Charles Schwab & Co Inc Custodial (securities), Shareholder servicing fees $0