Geffen, Mesher & Co., P.C. 401(k) Plan
Sponsored by Geffen, Mesher & Company, P.C. · EIN 931042710 · Plan #001
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 163
- With balances
- 245
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Consulting Llc Deschutes Investment | Investment advisory (plan) | $11,239 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $10,015 |
| Larson Gross Pllc | Other fees | $5,388 |