AUMdb

Gibbs & Soell, Inc. Employees' Profit Sharing Plan And Trust

Sponsored by G & S Communications Inc. · EIN 132676306 · Plan #001

Total assets
$31.6M
Net assets
$31.6M
Active participants
165
With balances
267

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Advus Financial Partners Llc Investment advisory (plan) $54,738
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Investment management fees (indirect) $38,799