Glenkirk Pension Plan And Trust
Sponsored by Glenkirk · EIN 362345191 · Plan #003
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 287
- With balances
- 262
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Lasalle St. Investment Advisors, L.L.C. CRD 109701 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,469 |
| The Benefits Consulting Group, Inc. | Direct payment from the plan, Other fees, Contract administrator | $12,385 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Lasalle St Investment Advisors Llc | Investment advisory (plan), Other fees | $0 |