Gene B. Glick Company, Inc. Retirement Plan
Sponsored by Gene B. Glick Company, Inc. · EIN 350924178 · Plan #001
- Total assets
- $61.0M
- Net assets
- $61.0M
- Active participants
- 782
- With balances
- 621
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $66,126 |
| Katz Sapper And Miller | Accounting | $10,750 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,855 |