Greatamerica Financial Services Corporation 401(k) Profit Sharing Plan
Sponsored by Greatamerica Financial Services Corporation · EIN 421425592 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 751
- With balances
- 884
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, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $79,691 |
| Capital Strategies Investment Group | Consulting fees | $51,250 |
| Cliftonlarsonallen Llp | Consulting fees | $16,753 |