AUMdb

Edelbrock Group 401(k) Retirement Plan

Sponsored by Edelbrock Comp Parent Inc. · EIN 844040643 · Plan #001

Total assets
$43.1M
Net assets
$43.1M
Active participants
437
With balances
613

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $85,115
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $50,000
Burleigh Consulting Group Recordkeeping, Participant loan processing, Recordkeeping fees $26,130