AUMdb

General Wholesale Company, Inc. 401(k) Profit Sharing Plan

Sponsored by General Wholesale Company, Inc. · EIN 580525744 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
560
With balances
109

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
Transamerica Financial Life Ins Co Investment management fees (indirect), Recordkeeping, Float revenue $43,730
Merril Lynch Investment advisory (plan) $15,955
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $1,060