AUMdb

Employee Benefit Plan Of Cgh Technologies, Inc.

Sponsored by Cgh Technologies, Inc. · EIN 521701132 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
72
With balances
117

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (participants), Investment advisory (plan), Other commissions $24,163
Bethke Cpa, Llc Accounting $16,619
John Hancock Life Insurance Company Recordkeeping, Trustee (directed), Investment management $15,820
Duncan Financial Group, Llc Contract administrator $12,740