AUMdb

G & S Motor Equipment Co., Inc. Profit Sharing Plan

Sponsored by G & S Motor Equipment Co., Inc. · EIN 221864595 · Plan #002

Total assets
$13.8M
Net assets
$13.8M
Active participants
121
With balances
148

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Iht Wealth Management Llc CRD 171481 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Iht Wealth Management Llc Investment advisory (plan) $45,620
Empower Annuity Insurance Company Recordkeeping fees $3,370