Investing Together In Your Future Plan
Sponsored by Green Peak Industries, Inc. · EIN 814533921 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 224
- With balances
- 154
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 |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $44,971 |
| Kushner & Company, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,330 |
| Capital Asset Advisory Services Inc | Investment advisory (plan) | $1,681 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $724 |