AUMdb

G & M Oil Co., Inc. Retirement Savings Plan

Sponsored by G & M Oil Co., Inc. · EIN 330259692 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
1,215
With balances
1,445

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $167,144
John Hancock Usa Contract administrator, Recordkeeping, Participant loan processing $15,974
The Baldwin Group Wealth Advisors Investment advisory (plan), Other fees $0