AUMdb

Booksource 401(k) Plan

Sponsored by Gl Group, Inc. · EIN 431018725 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
85
With balances
132

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Investment advisory (plan), Direct payment from the plan $25,446
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $18,670