AUMdb

G P & Subsidiaries 401(k) Plan

Sponsored by G P Transportation Co. · EIN 205147766 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
559
With balances
173

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
Unique Wealth Strategies CRD 323994 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Unique Wealth Strategies Investment advisory (participants) $23,377
John Hancock Life Insurance Recordkeeping, Investment management, Sub-transfer agency fees $3,900