AUMdb

Gabrielli Savings And Retirement Plan For Employees

Sponsored by Gabrielli Truck Sales, Ltd · EIN 113082303 · Plan #001

Total assets
$74.4M
Net assets
$74.3M
Active participants
695
With balances
556

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $23,198
Forvis, Llp Other fees $5,978
Associated Pension Consultants, Inc Other services $0
Morningstar Investment advisory (plan) $0