AUMdb

Gainwell Technologies 401(k) Plan

Sponsored by Gainwell Acquisition Corp. · EIN 851850812 · Plan #001

Total assets
$691M
Net assets
$691M
Active participants
11,437
With balances
12,246

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $644,585
Strategic Advisors, Inc. Investment advisory (plan) $141,695
Mercer Investments Llc Consulting (general), Investment advisory (plan) $48,750