AUMdb

Gei Profit Sharing And 401(k) Plan

Sponsored by Gei Consultants, Inc. · EIN 042468348 · Plan #001

Total assets
$266M
Net assets
$266M
Active participants
1,217
With balances
1,532

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
Pinnacle Pension Consultants, Llc Consulting (general) $32,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$445,497