Gunster Retirement Savings Plan
Sponsored by Gunster, Yoakley & Stewart, P.A. · EIN 591450702 · Plan #006
- Total assets
- $243M
- Net assets
- $243M
- Active participants
- 495
- With balances
- 559
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 |
|---|---|---|
| North Pier Fiduciary Management, Llc CRD 148128 | deterministic · 100% | 2024 |
| Campos Financial Llc CRD 304860 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments Company | Securities brokerage | $62,903 |
| Cap Financial Llc | Investment advisory (participants) | $33,920 |
| North Pier Fiduciary Management | Investment advisory (participants) | $22,794 |
| Erisa Pension Systems | Contract administrator | $22,252 |
| Cohnreznick Llp | Accounting | $19,000 |