AUMdb

Gallagher Evelius & Jones Llp 401(k) Profit Sharing Plan

Sponsored by Gallagher Evelius & Jones Llp · EIN 520883759 · Plan #001

Total assets
$78.5M
Net assets
$78.5M
Active participants
95
With balances
134

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
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $2,645
Newport Group Inc Other services, Other fees $0