Gursey Schneider Llp 401(k) Plan
Sponsored by Gursey Schneider Llp · EIN 953309779 · Plan #005
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 254
- With balances
- 324
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $39,779 |
| Sfg Retirement Plan Consulting | Recordkeeping, Trustee (institutional), Other services | $20,080 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |