Greerwalker Llp 401(k) Profit Sharing Plan
Sponsored by Greerwalker Llp · EIN 561434747 · Plan #001
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 112
- With balances
- 188
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 |
|---|---|---|
| Kestra Advisory Services | Securities brokerage | $38,813 |
| Blue Sky 401(k) Specialists | Recordkeeping | $9,235 |
| Ascensus Llc | Distribution (12b-1) fees, Other fees | $6,236 |