AUMdb

G2 O 401(k) Savings Plan

Sponsored by G2 O, Llc · EIN 462424572 · Plan #002

Total assets
$42.1M
Net assets
$42.1M
Active participants
189
With balances
382

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
Stone Hill Fiduciary Management, Llc CRD 164981 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Stone Hill Fiduciary Management, L Investment advisory (plan) $31,168
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$3,313