AUMdb

Garden Of The Gods Collection 401(k) Plan

Sponsored by Bcwj813, Llc Dba Garden Of The G · EIN 463419408 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
329
With balances
369

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $40,035
Resources Investment Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $35,394
Morningstar Retirement Manager Investment advisory (participants), Investment advisory (plan), Investment management $540