Gerken Rent All 401(k) Plan
Sponsored by Gerken Rent All, Inc. · EIN 753082715 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 498
- With balances
- 111
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $14,770 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,750 |
| Erisa Services Midwest, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,251 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $590 |