The Gores Group, Llc 401 K Plan
Sponsored by The Gores Group, Llc · EIN 331066785 · Plan #001
- Total assets
- $361M
- Net assets
- $361M
- Active participants
- 1,388
- With balances
- 2,167
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $191,612 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $64,575 |
| The Gores Group Llc | Other fees | $52,354 |
| Littler Mendelson, P.C. | Legal | $30,025 |
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $5,703 |
| Qdro Consultants | Other fees, Consulting (general), Direct payment from the plan | $600 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $237 |