Greenlight Guru 401(k) Plan
Sponsored by Soladoc Llc Dba Greenlight Guru · EIN 464207130 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 176
- With balances
- 141
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Paartners, Llc | Investment advisory (participants) | $27,823 |
| John Hancock Life Insurance Company | Recordkeeping | $4,031 |