G.I. Associates, Llc Defined Benefit Pension Plan And Trust
Sponsored by G.I. Associates, Llc · EIN 391994360 · Plan #101
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 295
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Amc Wealth Management, Llc CRD 308157 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Five Nine | Trustee (institutional) | $89,405 |
| Amp Wealth Managment | Investment management | $38,776 |
| Cliftonlarsonallen Llp | Accounting | $34,020 |
| Dunbar, Bender, & Zapf, Inc. | Actuarial | $11,045 |