Gardner Outdoor And Pool Remodeling 401(k) Plan Plan And Trust
Sponsored by Gardner Pool Company, Inc. · EIN 205783897 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.3M
- Active participants
- 157
- With balances
- 123
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Mcnaughton Wealth Management, Llc CRD 300330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp | Claims processing, Recordkeeping, Custodial (other) | $24,635 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $13,034 |
| Mcnaughton Wealth Management Llc | Investment advisory (plan), Consulting fees | $4,479 |