Gellert Global Group Retirement Plan
Sponsored by Gellert Global Group · EIN 260722578 · Plan #001
- Total assets
- $85.3M
- Net assets
- $85.3M
- Active participants
- 1,834
- With balances
- 576
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $280,226 |
| Newport Capital Group | Consulting fees | $225,939 |
| Rsm Us Llp | Accounting | $49,613 |