AUMdb

The Gilman Brothers 401 K Retirement Plan

Sponsored by Gilman Brothers Co. · EIN 060362320 · Plan #002

Total assets
$3.0M
Net assets
$3.0M
Active participants
105
With balances
148

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,938
Adp Broker Dealer Other services, Other fees $0
Aig Securities A K A Sagepoint Advi Other services, Other fees $0