Ghafari Companies 401(k) Plan
Sponsored by Ghafari Associates, Llc · EIN 383530824 · Plan #001
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 434
- With balances
- 705
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J. Schwartz & Co. | Investment advisory (plan) | $118,809 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,835 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,941 |