AUMdb

Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan

Sponsored by Northgate Gonzalez Markets, Inc. · EIN 330834131 · Plan #001

Total assets
$126M
Net assets
$126M
Active participants
7,889
With balances
7,366

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
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $361,115
Towers Watson Investment Services Investment advisory (plan) $40,000
Willis Towers Watson Investment advisory (plan) $8,000