AUMdb

Dos Gringos 401(k) Plan

Sponsored by Gringo Ventures, Llc Dba Dos Gringos · EIN 330729674 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
59
With balances
122

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,690
Wells Fargo Clearing Services Llc Investment advisory (plan) $11,397