AUMdb

G.M. Johnson Companies, Inc. 401(k) And Profit Sharing Plan

Sponsored by G.M. Johnson Companies, Inc. · EIN 431578328 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
101
With balances
117

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
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Moneta Group Investment Advisors Investment advisory (plan) $30,496
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $21,095