Gds Associates, Inc. 401(k) Profit Sharing & Salary Deferral Plan
Sponsored by Gds Associates, Inc. · EIN 581659843 · Plan #001
- Total assets
- $83.7M
- Net assets
- $83.7M
- Active participants
- 186
- With balances
- 231
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc | Investment advisory (plan), Other fees | $54,578 |
| Empower Annuity Insurance Company | Recordkeeping fees | $34,148 |
| Morgan Stanley | Investment advisory (plan) | $16,461 |
| Empower Advisory Group, Llc | Investment management | $12,989 |
| Retirement Plan Administrators Llc | Contract administrator | $0 |