AUMdb

Gaudenzia 403 B Plan

Sponsored by Gaudenzia, Inc. · EIN 231706895 · Plan #001

Total assets
$19.6M
Net assets
$19.6M
Active participants
1,043
With balances
1,165

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

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

Firm Match Plan year
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

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 $149,948
Tsc 401 K Other services, Other fees $0
Mml Investor Services Llc Investment advisory (plan), Other fees $0