AUMdb

Georg Utz 401 K Plan

Sponsored by Georg Utz · EIN 300153086 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
163
With balances
181

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $20,444