AUMdb

Sectra, Inc. 401(k) Plan

Sponsored by Sectra, Inc. · EIN 061473851 · Plan #001

Total assets
$28.1M
Net assets
$28.1M
Active participants
217
With balances
235

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 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Gfs Wealth Mgmt Advisors Inc Investment advisory (plan) $36,194
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $25,049