AUMdb

G S Long Co Inc 401 K Profit Sharing Plan

Sponsored by G S Long Co Inc · EIN 911093076 · Plan #001

Total assets
$33.7M
Net assets
$33.7M
Active participants
176
With balances
185

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
Capital Advisors Wealth Management, Llc CRD 309387 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Advisors Wealth Mgmt Investment advisory (participants) $47,006
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $6,273