AUMdb

Guerbet Retirement Savings Plan

Sponsored by Guerbet America Llc · EIN 830724239 · Plan #001

Total assets
$65.9M
Net assets
$65.9M
Active participants
571
With balances
738

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
Oneamerica Reitrement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $17,505
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $12,571
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0