Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp Profit Sharing Plan
Sponsored by Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, Llp · EIN 770409988 · Plan #001
- Total assets
- $264M
- Net assets
- $264M
- Active participants
- 637
- With balances
- 960
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 97% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Investment | Investment management, Investment management fees (direct), Investment management fees (indirect) | $172,024 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $125,841 |
| Alliance Bernstein Lp | Investment management, Investment management fees (direct) | $27,738 |
| Merrill Lynch | Investment management, Investment management fees (direct) | $14,737 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |
| Charles Schwab & Co | Investment management, Investment management fees (indirect), Shareholder servicing fees | $0 |