Gunderlin, Ltd. Retirement Savings Plan
Sponsored by Gunderlin, Ltd. · EIN 590691691 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 132
- With balances
- 114
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Benchmark Financial Wealth Advisors Llc CRD 287966 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $23,816 |
| Benchmark Financial Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $12,569 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $4,970 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $1,750 |
| Mutual Of Omaha | Other services, Other insurance wrap fees | $0 |