AUMdb

Gillman, Inc. 401(k) Plan

Sponsored by Gillman, Inc. · EIN 351498056 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
227
With balances
190

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
First Financial Bank Recordkeeping, Trustee (institutional), Other services $17,994
American Pension Benefits Sub-transfer agency fees, Shareholder servicing fees $10,273
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,837
Mid Atlantic Trust Company Sub-transfer agency fees, Shareholder servicing fees $1,509