Gelest Holdings 401(k) Plan
Sponsored by Gelest, Inc. · EIN 232499368 · Plan #002
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 290
- With balances
- 310
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 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $95,129 |
| Morgan Stanley | Investment advisory (plan) | $69,785 |
| Empower Advisory Group, Llc | Investment management | $13,263 |
| Empower Financial Services, Inc. | Shareholder servicing fees, Other investment fees and expenses | $10 |