AUMdb

Guthy Renker Ventures, Llc 401(k) Plan

Sponsored by Guthy Renker Ventures, Llc · EIN 262549633 · Plan #001

Total assets
$52.9M
Net assets
$52.9M
Active participants
328
With balances
557

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $154,498
Armanino Llp Accounting, Direct payment from the plan $8,400
Axa Advisors, Llc. Investment advisory (plan), Other fees $0