AUMdb

Gadellnet Consulting Services 401(k) Plan

Sponsored by Gadellnet Consulting Services · EIN 200417069 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
160
With balances
136

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
Lincoln Retirement Services Company Recordkeeping, Trustee (institutional) $40,519
Visionary Wealth Advisors Trustee (institutional), Insurance services $25,027