Gibson Greetings, Inc. Retirement Income Plan
Sponsored by American Greetings Corporation · EIN 340065325 · Plan #015
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 7
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Direct payment from the plan | $151,519 |
| Keybank National Association | Accounting, Contract administrator, Custodial (securities) | $32,980 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $30,000 |
| Morgan, Lewis, Bockius Llp | Legal, Direct payment from the plan | $20,918 |
| Pacific Investment Management Co. | Investment management fees (direct) | $12,405 |