AUMdb

Gregory M. Parker, Inc. 401 K Plan

Sponsored by Gregory M. Parker, Inc. · EIN 581808864 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
810
With balances
261

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
The Fiduciary Group, Llc CRD 221530 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Retirement Plan Company Trustee (discretionary) $31,462
The Fiduciary Group Investment advisory (participants) $22,516