Golub Corporation Qualified Security Plan
Sponsored by Golub Corporation · EIN 140724820 · Plan #004
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 14
- With balances
- 0
Plan year beginning 04/29/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Harding Loevner Lp CRD 104543 | deterministic · 100% | 2024 |
| Granite Fo, Llc CRD 323432 | fuzzy_auto · 94% | 2024 |
| The Capital Group Investment Advisors Inc CRD 129615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Karpus | Investment management | $55,843 |
| Harter Secrest & Emery Llp | Legal | $14,570 |
| Teal Becker & Chiaramonte, Cpas P.C | Accounting | $8,000 |
| Eagle | Investment management | $7,296 |
| Capital Group | Investment management | $6,852 |
| Harding Loevner | Investment management | $5,924 |
| Diamond Hill | Investment management | $5,197 |
| Harris | Investment management | $5,035 |
| Jennison | Investment management | $4,883 |
| Shapiro | Investment management | $4,845 |
| Yacktman | Investment management | $4,109 |
| Granite | Investment management | $3,056 |
| Nuveen | Investment management | $2,456 |