Andy Gump, Inc. 401(k) Savings & Investment Plan
Sponsored by Andy Gump, Inc. · EIN 952588604 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 237
- With balances
- 264
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 |
|---|---|---|
| Pasadena Private Wealth, Llc CRD 295178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Investment management, Recordkeeping fees | $75,914 |
| Pasadena Private Wealth, Llc | Investment advisory (plan) | $66,628 |
| Nexus Administrators, Inc. | Contract administrator | $3,625 |