AUMdb

George Industries, Llc Retirement Savings Plan

Sponsored by George Industries, Llc · EIN 812649897 · Plan #003

Total assets
$7.5M
Net assets
$7.5M
Active participants
117
With balances
138

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
Kestra Advisory Services Recordkeeping, Trustee (institutional), Other services $13,425
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,961
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0