Contractors Retirement Plan
Sponsored by Georgia Utility Contractors Association, Inc. · EIN 581105177 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.8M
- Active participants
- 1,400
- With balances
- 1,228
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $154,006 |
| Bensource Employee Benefits | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $86,568 |
| Jjm Cpa | Accounting, Direct payment from the plan | $13,200 |
| Cambridge Investment Research, Inc. | Direct payment from the plan, Securities brokerage commissions | $11,805 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $11,326 |
| Smith & Howard | Accounting, Direct payment from the plan | $10,380 |