Gregory Poole Equipment Company Retirement Savings And Profit Sharing Plan
Sponsored by Gregory Poole Equipment Company · EIN 560487311 · Plan #001
- Total assets
- $167M
- Net assets
- $167M
- Active participants
- 1,483
- With balances
- 1,763
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 |
|---|---|---|
| Oneamerica Retirment Services | Recordkeeping, Participant loan processing, Participant communication | $186,122 |
| American United Life Insurance Co | Investment advisory (plan), Investment management | $25,000 |
| Romeo Wiggins & Company Llp | Accounting | $8,175 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Soft dollars commissions | $0 |