Garafalo Markets, Llc 401(k) Profit Sharing Plan
Sponsored by Garafalo Markets, Llc · EIN 464483467 · Plan #001
- Total assets
- $18.0M
- Net assets
- $18.0M
- Active participants
- 221
- With balances
- 190
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 |
|---|---|---|
| Tritonpoint Wealth, Llc CRD 328398 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinitypoint Wealth | Investment advisory (plan), Consulting fees | $33,254 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $32,706 |