AUMdb

Great Minds Pbc 401 K Plan

Sponsored by Great Minds Pbc · EIN 843785772 · Plan #001

Total assets
$79.6M
Net assets
$79.6M
Active participants
1,203
With balances
1,287

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Participant loan processing, Recordkeeping, Recordkeeping fees $117,467
Alliant Retirement Services, Llc Investment advisory (plan), Consulting fees, Consulting (general) $30,000