AUMdb

Gst, Inc. P/S 401(k) Plan

Sponsored by Global Science & Technology, Inc. · EIN 521701242 · Plan #001

Total assets
$80.3M
Net assets
$80.3M
Active participants
200
With balances
371

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $89,830
Aprio, Llp Accounting $23,625
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,386