Thirty One Gifts 401(k) Plan
Sponsored by Thirty One Gifts, Llc · EIN 870726627 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 115
- With balances
- 209
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 |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $9,448 |
| Clearstead Advisors Llc | Investment advisory (plan) | $8,167 |