Geiger Group 401(k) Plan
Sponsored by G4 Holdings, Inc. Dba Geiger Group · EIN 208114485 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 369
- With balances
- 428
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $119,756 |
| Valmark Advisers | Investment advisory (plan), Other fees | $0 |
| Wipfli Llp | Accounting, Other fees | $0 |