AUMdb

Gemini, Incorporated Profit Sharing Plan

Sponsored by Gemini, Incorporated · EIN 410854683 · Plan #001

Total assets
$106M
Net assets
$106M
Active participants
833
With balances
1,082

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant communication $129,990
Perceptive Edge Investment Mgmt Inc Consulting (general), Direct payment from the plan $30,000
Clay Alveshere, Cpa Accounting, Direct payment from the plan $9,603
Harrington Langer Associates Accounting, Direct payment from the plan $7,000
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0