Geis Construction, Inc. 401(k) Profit Sharing Plan
Sponsored by Geis Construction, Inc. · EIN 341893819 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.6M
- Active participants
- 106
- With balances
- 56
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $45,609 |
| Nationwide | Recordkeeping | $3,739 |
| Nationwide Retirement Plans | Recordkeeping | $441 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |