AUMdb

Geddes And Company Profit Sharing Thrift Plan

Sponsored by Geddes And Company · EIN 860358045 · Plan #002

Total assets
$10.7M
Net assets
$10.7M
Active participants
121
With balances
112

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
Coe & Van Loo Consultants Inc Dba C Other fees $10,192
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,275