Garfunkel Wild Pc 401(k) Retirement Plan
Sponsored by Garfunkel Wild Pc · EIN 112526447 · Plan #002
- Total assets
- $90.5M
- Net assets
- $90.5M
- Active participants
- 134
- With balances
- 170
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Trust Company | Recordkeeping, Trustee (institutional), Trustee (directed) | $89,074 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Franklin Templeton | Investment management, Shareholder servicing fees | $0 |
| John Hancock | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |