AUMdb

Guru 401(k) Plan

Sponsored by Guru Technologies, Inc. · EIN 463850194 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
60
With balances
115

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
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $19,302
Jamie Frankel Investment advisory (plan) $13,266