Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Group Management Services, Inc. · EIN 341707723 · Plan #001
- Total assets
- $420M
- Net assets
- $420M
- Active participants
- 15,988
- With balances
- 9,911
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,022,523 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $471,813 |
| Corrigan Krause | Accounting, Direct payment from the plan | $55,800 |
| Mcdonald Hopkins Llc | Legal, Direct payment from the plan | $14,305 |
| Group Management Services | Plan administrator, Other investment fees and expenses | $10,000 |
| Charles Schwab & Co. Inc. | Securities brokerage, Securities brokerage commissions | $1,946 |