AUMdb

My 401(k) Plan

Sponsored by Group Plan Systems, Llc · EIN 872096126 · Plan #002

Total assets
$103M
Net assets
$103M
Active participants
12,606
With balances
2,338

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
Curafin Advisors, Llc CRD 329091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Curafin Advisors Investment management, Named fiduciary, Participant communication $32,270
Curafin Advisors A.D.B.A. Of Tmd Investment management, Named fiduciary, Participant communication $25,605
Matthews, Gold, Kennedy, & Snow Inc Contract administrator, Direct payment from the plan $25,559
Group Plan Systems, Llc Plan administrator, Named fiduciary, Other services $24,888
The Strunk Insurance Group, Inc. Other fees $5,251
Benifit, Llc Other fees $1,276
Benifit, Llc Other fees $531
Voya Retirement Insurance Recordkeeping fees $0