AUMdb

Glen Gery Corporation 401(k) Plan

Sponsored by Glen Gery Corporation · EIN 310943426 · Plan #011

Total assets
$52.0M
Net assets
$52.0M
Active participants
860
With balances
1,056

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
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $102,818
Merrill Lynch Investment advisory (participants) $28,554