Eraclides, Gelman, Hall & Indek 401(k) Plan
Sponsored by Eraclides, Gelman, Hall & Indek, Pa · EIN 203739348 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 171
- With balances
- 139
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $43,226 |
| Morgan Stanley Domestic | Investment advisory (participants) | $27,260 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,900 |