Gilster Mary Lee 401(k) Plan
Sponsored by Gilster Mary Lee · EIN 370951425 · Plan #002
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 2,476
- With balances
- 400
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 |
|---|---|---|
| Assured Partners | Investment advisory (plan) | $29,306 |
| Transamerica Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,317 |
| Benefits Plus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,095 |