AUMdb

Gaskins Lecraw 401(k) Profit Sharing Plan

Sponsored by Sovereign's Engineering & Surveying Holdings, Inc. Dba Gaskins Lecraw · EIN 873024956 · Plan #002

Total assets
$10.6M
Net assets
$10.6M
Active participants
161
With balances
298

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $53,551
Merrill Lynch Life Agency, Inc. Investment advisory (plan) $28,380
Erisa Services Of Georgia, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $1,875