AUMdb

Earl May Seed & Nursery Lc Profit Sharing And Retirement Savings Program

Sponsored by Earl May Seed & Nursery Lc · EIN 421283266 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
296
With balances
241

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Finway Group Contract administrator $21,255
Global Retirement Partners Llc Investment advisory (plan) $12,569
Wellth Advisory Services Llc Investment advisory (plan) $9,479
Empower Annuity Insurance Company Recordkeeping fees $8,477