Guayaki Yerba Mate 401(k) Plan
Sponsored by Guayaki · EIN 770560794 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 276
- 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Direct payment from the plan | $39,733 |
| John Hancock Retirement Plan Serv | Recordkeeping, Direct payment from the plan | $22,983 |
| Carpenter Morse Group | Contract administrator, Direct payment from the plan | $100 |