AUMdb

Employees Profit Sharing Plan Of Gregory & Appel Inc.

Sponsored by Gregory & Appel Inc. · EIN 350353300 · Plan #002

Total assets
$49.7M
Net assets
$49.7M
Active participants
165
With balances
227

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
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $1,582