Gettry Marcus Cpa, P.C. 401(k) Plan
Sponsored by Gettry Marcus Cpa, P.C. · EIN 133418879 · Plan #002
- Total assets
- $974K
- Net assets
- $974K
- Active participants
- 0
- With balances
- 5
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 |
|---|---|---|
| Fusion Family Wealth, Llc CRD 168254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fusion Family Wealth, Llc | Investment advisory (plan) | $21,003 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $11,950 |
| The Wolf Pension Group, Llc | Contract administrator | $7,622 |