AUMdb

Ardurra Retirement Plan

Sponsored by Ardurra Group, Inc. · EIN 591782900 · Plan #002

Total assets
$156M
Net assets
$156M
Active participants
1,528
With balances
1,687

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 · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $155,960
Nep Retirement, Inc. Investment advisory (plan), Direct payment from the plan $23,965
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0