Great Day Improvements, Llc 401(k) Plan
Sponsored by Great Day Improvements, Llc · EIN 273509545 · Plan #003
- Total assets
- $76.6M
- Net assets
- $76.6M
- Active participants
- 2,902
- With balances
- 3,123
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | 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 | $144,049 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $36,000 |
| Sagepoint Financial Inc. | Investment advisory (plan) | $12,000 |