AUMdb

Greatcare, Inc. Retirement Plan And Trust

Sponsored by Greatcare, Inc. · EIN 202310333 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
1,542
With balances
1,543

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Gelman Pension Consulting, Inc. Actuarial, Plan administrator, Recordkeeping $28,752
Nationwide Recordkeeping, Custodial (securities) $11,674
Quint Champion Capital Corp. Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $0