Gelber Group 401(k) Plan
Sponsored by Gelber Group, Llc · EIN 364330915 · Plan #002
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 200
- With balances
- 253
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 |
|---|---|---|
| Capital Strategies Investment Grou | Consulting (general), Investment advisory (plan) | $43,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,188 |
| Dufek & Co. | Accounting | $8,500 |