Germer Pllc 401(k) Plan
Sponsored by Germer Pllc · EIN 760445148 · Plan #001
- Total assets
- $43.7M
- Net assets
- $43.7M
- Active participants
- 216
- With balances
- 257
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 |
|---|---|---|
| Beaumont Asset Management, L.L.C. CRD 150407 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beaumont Asset Management Llc | Investment advisory (plan) | $51,324 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $1,720 |