AUMdb

G.A. Richards Company Employees' 401(k) Plan

Sponsored by G.A. Richards Company · EIN 380969860 · Plan #002

Total assets
$3.8M
Net assets
$3.8M
Active participants
266
With balances
157

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Macatawa Bank Recordkeeping, Custodial (securities), Trustee (institutional) $13,814
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $2,860
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0