Jerry's Gm, Llc 401(k) Plan
Sponsored by Jerry's Gm, Llc · EIN 364623085 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 248
- With balances
- 272
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 |
|---|---|---|
| Garrett Wealth Advisory Group, Llc CRD 173563 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bentoak Capital | Investment advisory (plan) | $55,768 |
| Lpl Financial Corporation | Investment advisory (plan) | $9,628 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,110 |