Jack Giambalvo Motor Co Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Jack Giambalvo Motor Co Inc · EIN 232207372 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 219
- With balances
- 220
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $34,645 |
| Rbc Capital Markets | Investment advisory (participants) | $15,794 |
| Lpl Financial | Investment advisory (participants) | $11,728 |