AUMdb

Gullo Companies 401(k) Savings Plan

Sponsored by Tony Gullo Motors, I, Lp · EIN 760561851 · Plan #001

Total assets
$41.5M
Net assets
$41.5M
Active participants
525
With balances
585

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
Nylife Securities Llc Investment advisory (plan) $119,349
John Hancock Recordkeeping, Participant loan processing, Float revenue $95,546
Clayborn Accounting & Fin Svcs Inc. Accounting $30,000