AUMdb

Gas South 401(k) Plan

Sponsored by Gas South, Llc · EIN 203608242 · Plan #002

Total assets
$65.1M
Net assets
$65.1M
Active participants
416
With balances
522

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $28,985
Sageview Advisory Group, Llc Investment management $1,184