AUMdb

San Gabriel Transit & Affiliates 401(k) Retirement Plan

Sponsored by San Gabriel Transit, Inc. And Affiliates · EIN 951771822 · Plan #001

Total assets
$1.0M
Net assets
$1.0M
Active participants
974
With balances
49

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
Martin Financial Solutions, Llc CRD 155806 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
July Business Services Llc Recordkeeping fees $4,331
Matrix Financial Solutions, Inc. Custodial (other), Trustee (institutional), Trustee (directed) $0