Glatt Air Techniques Inc. Profit Sharing/401(k) Plan
Sponsored by Glatt Air Techniques, Inc. · EIN 132760472 · Plan #001
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 174
- With balances
- 222
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (plan) | $47,500 |
| Pkf O'connor Davies, Llp | Accounting | $14,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,498 |
| Day Pitney Llp | Legal | $10,378 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$33,116 |