AUMdb

Glad Employer Contribution 401(a) Plan

Sponsored by Greater Los Angeles Agency On Deafness, Inc. · EIN 952677094 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
56
With balances
82

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth, Inc. Investment advisory (plan), Direct payment from the plan $14,747
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $6,416

Filing history

Plan year Assets Participants Source
07/01/2024 $3.1M 56 ack 20260413154914NAL0022826000001
07/01/2021 $2.1M 63 ack 20250414175324NAL0000932147001