AUMdb

John Staurulakis Llc Cash Or Deferred Arrangement Profit Sharing Plan

Sponsored by John Staurulakis, Llc · EIN 520880671 · Plan #002

Total assets
$62.6M
Net assets
$62.6M
Active participants
556
With balances
647

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
Vanguard Retirement Services Recordkeeping, Other fees, Participant loan processing $79,090
Global Retirement Partners Investment advisory (plan) $45,388