Garan 401(k) Plan
Sponsored by Garan, Inc. · EIN 135665557 · Plan #012
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 521
- With balances
- 496
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principallife Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,540 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other fees | $12,127 |
| Aurora Private Wealth, Inc. | Investment advisory (plan), Other fees | $0 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |