AUMdb

The Garibaldi Company 401(k) Profit Sharing Plan And Trust

Sponsored by Mgd, Inc. Dba The Garibaldi Company · EIN 680348797 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
145
With balances
157

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
Schwartz Giannini Lantsberger & Ada Accounting $11,150
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $6,715