The Gypsum Group 401(k) Plan
Sponsored by The Gypsum Group · EIN 161070098 · Plan #002
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 450
- With balances
- 535
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 |
|---|---|---|
| Good Life Advisors, Llc CRD 171898 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $99,529 |
| Good Life Advisors, Llc | Investment advisory (plan), Consulting fees | $29,653 |
| Metlife | Accounting, Direct payment from the plan | $7,518 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |