AUMdb

Garney Holding Company Employee Stock Ownership Plan And Trust

Sponsored by Garney Holding Company · EIN 430990829 · Plan #001

Total assets
$1.7B
Net assets
$1.7B
Active participants
2,390
With balances
2,582

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Group, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $268,895
Resource Investment Advisors Consulting (general), Consulting fees $67,973
Onedigital Investment advisory (plan), Direct payment from the plan $40,000
Charles Schwab Consulting (general), Consulting fees $345