Gargiulo, Inc. Savings And Investment Plan
Sponsored by Gargiulo, Inc. · EIN 431627149 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 320
- With balances
- 57
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| R. J. L. Pension Services, Inc. | Recordkeeping, Investment management, Shareholder servicing fees | $375 |
| John Hancock Life Insurance Co. Usa | Recordkeeping | $250 |
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $0 |
| Wilshire Associates, Inc. | Investment advisory (participants) | $0 |