Galloway, Johnson, Tompkins, Burr & Smith (A Plc) 401(k) Plan
Sponsored by Galloway, Johnson, Tompkins, Burr & Smith · EIN 721089568 · Plan #001
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 274
- With balances
- 238
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 |
|---|---|---|
| Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Participant loan processing, Consulting (general) | $46,543 |
| Mitchell, Mcleod, Pugh And Williams | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $9,533 |