Gms Concrete Specialists, Inc. 401(k) Profit Sharing Plan
Sponsored by Gms Concrete Specialists, Inc. · EIN 860487400 · Plan #002
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 127
- 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Martos Wealth Management Llc CRD 333128 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Wealth Management, Inc | Investment advisory (plan) | $24,588 |
| Wells Fargo Advisors | Investment management | $7,758 |
| Capital Research And Management Co | Recordkeeping fees | $1,425 |