AUMdb

General Rv 401(k) Plan & Trust

Sponsored by General Rv Centers, Inc. · EIN 381657119 · Plan #002

Total assets
$77.4M
Net assets
$77.4M
Active participants
1,769
With balances
1,803

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
Captrust Investment Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $145,564
Milliman, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $129,524
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $0
Charles Schwab & Co., Inc. Custodial (securities), Trustee (directed), Shareholder servicing fees $0