AUMdb

Gana A'yoo Limited 401(k) Retirement Plan

Sponsored by Gana A'yoo, Limited And Subsidiaries · EIN 920066427 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
124
With balances
248

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alera Investment Advisors Investment advisory (participants) $27,038
John Hancock Life Insurance Company Recordkeeping, Float revenue, Distribution (12b-1) fees $1,449

Filing history

Plan year Assets Participants Source
01/01/2024 $5.4M 124 ack 20251126122958NAL0004726257001
01/01/2021 $1.8M 98 ack 20250325153934NAL0024380928001
01/01/2020 $1.2M 88 ack 20250325153258NAL0007810451001