AUMdb

Garden Spot Village 401(k) Plan

Sponsored by Garden Spot Village · EIN 232640814 · Plan #002

Total assets
$20.7M
Net assets
$20.7M
Active participants
708
With balances
688

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $90,894
Cambridge Investment Research Advis Investment advisory (plan), Other fees $0