Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan
Sponsored by Gabriel, Roeder, Smith & Company Holdings, Inc. · EIN 475435846 · Plan #002
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 87
- With balances
- 101
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant communication | $4,637 |