Gerkin Windows & Doors 401(k) P/S Plan
Sponsored by Gerkin Windows & Doors · EIN 421368811 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 203
- With balances
- 258
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security National Bank | Trustee (institutional), Investment management, Shareholder servicing fees | $52,409 |
| Charles Schwab Bank | Shareholder servicing fees, Investment management, Float revenue | $5,516 |
| Charles Schwab & Co Inc | Shareholder servicing fees | $0 |