Gid Investment Advisers Savings & Retirement Plan
Sponsored by Gid Investment Advisers Llc · EIN 800081966 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 1,239
- With balances
- 1,657
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $230,130 |
| Britt And Company Cpa Llc | Accounting, Direct payment from the plan | $14,000 |
| Mma Securities, Llc | Investment advisory (plan), Other fees | $0 |
| Orenda Retirement Llc | Contract administrator, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |