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  2. GARRISON, INC.
Sponsor portfolio

GARRISON, INC.

EIN 84-3498367-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
2
$66.4M assets
Welfare
0
Participants
1,371
1103 COUNTY ROAD,, #1194 - CULLMAN, AL 35058256-255-7607
Plans on this EIN
2 filings
#002ESOP-$38.1M - 609 part#001401k-$28.3M - 762 part

Retirement portfolio analytics

2 plans aggregated / $66.4M assets / 1,371 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EMPLOYEE STOCK OWNERSHIP (#002)57%
  • 401(K) RETIREMENT Savings (#001)43%
Total $66.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • (Not disclosed)57%
  • ADP BROKER-DEALER43%
Total $66.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)762
  • EMPLOYEE STOCK OWNERSHIP (#002)609
Total 1,371Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GARRISON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$38.1M
Participants609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$28.3M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GARRISON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$38.1M6092024
001GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN401k$28.3M7622024
Retirement plans
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