Gfr Retirement Savings Plan
Sponsored by Gfr Services, Llc · EIN 660581385 · Plan #002
- Total assets
- $55.3M
- Net assets
- $55.2M
- Active participants
- 370
- With balances
- 483
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group Llc | Investment advisory (plan) | $104,612 |
| Empower Advisory Group, Llc | Investment management | $10,595 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,748 |