AUMdb

Glaziers Individual Account Retirement Plan

Sponsored by Board Of Trustees Glaziers Individual Account Retirement Plan · EIN 946559783 · Plan #001

Total assets
$241M
Net assets
$241M
Active participants
4,023
With balances
4,023

Plan year beginning 07/01/2024 · Profit-sharing

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
John Hancock Retirement Pl Services Recordkeeping, Direct payment from the plan, Float revenue $156,919
Health Services & Benefit Admin Claims processing, Contract administrator, Recordkeeping $122,024
Morgan Stanley/Graystone Consulting Investment advisory (plan), Named fiduciary, Direct payment from the plan $96,808
Saltzman & Johnson Law Corp Legal, Direct payment from the plan $32,704
Withumsmith+Brown,Pc Accounting, Direct payment from the plan $19,253
Segal Select Insurance Services Inc Insurance brokerage commissions $0