Glassybaby Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Glassybaby, Llc · EIN 900187688 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 172
- With balances
- 99
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $10,590 |
| D.A. Davidson & Co. | Investment advisory (plan) | $3,067 |
| Hunnex & Shoemaker, Inc. | Investment advisory (plan) | $2,583 |
| Gallagher Fiduciary Advisors, Llc | Investment advisory (plan) | $1,482 |
| Morningstar Investment Management L | Investment advisory (plan) | $546 |