Givens 401(k) Savings And Retirement Plan
Sponsored by Givens Group, Inc. · EIN 562417633 · Plan #002
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 331
- With balances
- 344
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $48,755 |
| John Hancock | Investment advisory (plan), Participant loan processing, Float revenue | $10,158 |