AUMdb

Custom Concrete Co., Inc. Savings And Retirement Plan

Sponsored by Custom Concrete Co., Inc · EIN 351659094 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
338
With balances
452

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
Global Retirement Partners Investment advisory (participants), Investment advisory (plan), Investment management $27,000
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $21,975