The Gund Company Retirement Savings Plan
Sponsored by The Gund Company, Inc. · EIN 431091426 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 457
- With balances
- 506
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $51,728 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $18,279 |