Gordon Us, Llc 401(k) Profit Sharing Plan
Sponsored by Gordon Us, Llc · EIN 863292759 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 106
- With balances
- 124
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $28,422 |
| Stambaugh Ness, Inc. | Accounting | $14,250 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,992 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,663 |