Gmt Corporation 401(k) Profit Sharing Plan
Sponsored by Gmt Llc · EIN 421033414 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 140
- With balances
- 185
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 |
|---|---|---|
| Accel Wealth Management Llc CRD 286201 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accel Wealth Management Llc | Investment management, Direct payment from the plan | $32,072 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $8,336 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |