Gordon Rees Scully Mansukhani, Llp 401(k) Retirement Plan
Sponsored by Gordon Rees Scully Mansukhani, Llp · EIN 941617026 · Plan #001
- Total assets
- $450M
- Net assets
- $450M
- Active participants
- 2,831
- With balances
- 2,383
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 |
|---|---|---|
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Parallel Advisors, Llc CRD 140800 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Marin Wealth Advisors Llc CRD 123237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $99,564 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $36,070 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $28,000 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $23,000 |
| Parallel Advisors Llc | Investment advisory (participants), Direct payment from the plan | $17,545 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $7,942 |
| Marin Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,345 |
| Charles Schwab & Co.,Inc | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,733 |