AUMdb

Gursey Schneider Llp Retirement Savings Plan

Sponsored by Gursey Schneider Llp · EIN 953309779 · Plan #004

Total assets
$28.3M
Net assets
$28.3M
Active participants
193
With balances
252

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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
Sfg Retirement Plan Consulting Recordkeeping, Consulting (pension), Direct payment from the plan $53,570
Adp Inc Consulting (pension), Direct payment from the plan, Recordkeeping $13,877
Adp Broker Dealer Other services, Other fees, Sub-transfer agency fees $0