Gilster Mary Lee Corp Employees Profit Sharing Retirement Trust
Sponsored by Gilster Mary Lee Corp Employees Profit Sharing Retirement Trust · EIN 370951425 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 3,403
- With balances
- 3,403
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kerber, Eck & Braeckel, Llp | Accounting | $37,750 |
| Wells Fargo Advisors | Custodial (securities), Other investment fees and expenses, Securities brokerage commissions | $20,811 |