George, Miles & Buhr, Llc 401(k) & Profit Sharing Plan
Sponsored by George, Miles & Buhr Llc · EIN 520740145 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 115
- With balances
- 128
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 |
|---|---|---|
| Financial Solutions Advisory Group, Inc. CRD 125218 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Solutions Advisory Group | Investment advisory (plan), Direct payment from the plan | $44,736 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $8,216 |