I Am Boundless, Inc. 401(k) Profit Sharing Plan
Sponsored by I Am Boundless, Inc. · EIN 900817260 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 1,916
- With balances
- 614
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciar Advisors, Llc | Investment advisory (plan) | $59,740 |
| Nationwide | Contract administrator, Recordkeeping, Custodial (securities) | $44,894 |
| Integrity Plans Llc | Participant loan processing, Other services, Other fees | $23,382 |