G Treasury Ss, Llc 401(k) Plan
Sponsored by G Treasury Ss, Llc · EIN 262512854 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 162
- With balances
- 137
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forest Capital Management | Investment advisory (plan) | $37,488 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $18,198 |
| Southeastern Employee Benefit Servi | Contract administrator | $2,437 |