Gmi Holding, Inc. 401(k) Plan
Sponsored by Gmi Holding, Inc. · EIN 571125201 · Plan #005
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 757
- With balances
- 426
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanley | Investment advisory (participants) | $37,683 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $17,777 |