Gentry Locke Rakes & Moore, Llp Cash Or Deferred Profit Sharing Plan
Sponsored by Gentry Locke Rakes & Moore, Llp · EIN 540540718 · Plan #001 · Roanoke, VA
- Total assets
- $47.9M
- Net assets
- $47.9M
- Active participants
- 165
- With balances
- 203
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 |
|---|---|---|
| Iron Fiduciary | Investment management, Investment management fees (direct) | $22,341 |
| Fiduciary Wise, Llc | Named fiduciary | $20,000 |
| Nationwide | Recordkeeping, Custodial (other), Custodial (securities) | $15,790 |
| Pension Financial Services Inc. | Contract administrator, Consulting (pension) | $4,526 |