AUMdb

Garrison Management Group, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Garrison Management Group, Llc · EIN 814187014 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
227
With balances
183

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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $17,184
Marcado Asset Management Llc Investment advisory (plan) $9,750