AUMdb

Modern Method Gunite, Inc. 401(k) Profit Sharing Plan

Sponsored by Modern Method Gunite, Inc. · EIN 760008170 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
190
With balances
200

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Tanglewood Legacy Advisors, Llc CRD 127289 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tanglewood Legacy Advisors Investment advisory (plan) $35,612
John Hancock Life Insurance Company Recordkeeping $23,524