AUMdb

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust

Sponsored by Uncle G's Management Corp · EIN 331139669 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
1,560
With balances
228

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
Lincoln National Corporation Contract administrator $35,314
Arthur J Gallagher & Co Investment advisory (plan) $15,860