Garan Lucow Miller, P.C. Profit Sharing Plan & Trust
Sponsored by Garan Lucow Miller, P.C. · EIN 381879991 · Plan #001
- Total assets
- $46.1M
- Net assets
- $46.1M
- Active participants
- 120
- 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $57,984 |
| Exchange Capital Management | Investment advisory (participants), Direct payment from the plan | $23,339 |
| Charles Schwab & Co, Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $81 |