AUMdb

Garrett Popcorn Shops Retirement Savings Plan

Sponsored by Garrett Popcorn Holding Company, Llc · EIN 454561610 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
287
With balances
768

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
Alliance Pension Consultants, Llc Recordkeeping $46,203
Mesirow Financial Investment advisory (plan) $9,624
Charles Schwab Trust Bank Custodial (other), Custodial (securities) $0
Charles Schwab & Co., Inc Custodial (other), Custodial (securities) $0