AUMdb

Geater Machining & Manufacturing Co., Inc. Retirement Savings Plan

Sponsored by Geater Machining & Manufacturing Co., Inc. · EIN 420885471 · Plan #002

Total assets
$17.9M
Net assets
$17.9M
Active participants
294
With balances
354

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
The Accel Group Investment advisory (plan) $35,497
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $29,318
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Charles Schwab Trust Bank Custodial (securities), Float revenue $0