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Sponsor portfolio

GUNDERSON DIRECT, INC.

EIN 27-4185574-law practice-Latest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
61
435 BOULDER CT STE 100 - PLEASANTON, CA 94566510-749-0054gunder.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$4.2M - 33 part#002TraditionalDB-$2.4M - 28 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 61 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN & TRUST (#001)64%
  • PLAN & TRUST (#002)36%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)33
  • PLAN & TRUST (#002)28
Total 61Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GUNDERSON DIRECT, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.2M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GUNDERSON DIRECT, INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GUNDERSON DIRECT, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$4.2M332025
002GUNDERSON DIRECT, INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.4M282025
Retirement plans
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