W. B. Guimarin & Company, Inc. 401(k) Plan
Sponsored by W. B. Guimarin & Company, Inc. · EIN 570404484 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 91
- With balances
- 120
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $22,877 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $4,098 |