Gerry Lane Enterprises 401(k) Plan
Sponsored by Gerry Lane Enterprises, Inc. Dba. Gerry Lane Chevrolet · EIN 640388844 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 263
- With balances
- 220
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $76,101 |
| Roland Criss Fiduciary S | Contract administrator, Investment advisory (plan), Direct payment from the plan | $18,000 |
| Retirement Strategies Group, Llc | Contract administrator, Direct payment from the plan, Other services | $4,799 |
| Avantax Insurance Agency Llc | Other services, Other commissions | $0 |