Garratt Callahan Company Employees' Profit Sharing Plan
Sponsored by Garratt Callahan Company · EIN 940497430 · Plan #001
- Total assets
- $76.5M
- Net assets
- $76.5M
- Active participants
- 410
- With balances
- 480
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 |
|---|---|---|
| Chapman Investment Management, Llc CRD 166826 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chapman Invetment Management Llc | Investment advisory (plan), Investment management | $358,096 |
| Navolio & Tallman Llp | Accounting | $24,500 |
| Primark Benefits | Contract administrator, Recordkeeping, Recordkeeping fees | $7,181 |