Gep Administrative Services Savings & Profit Sharing 401(k) Plan
Sponsored by Gep Administrative Services, Llc · EIN 731692325 · Plan #001
- Total assets
- $200M
- Net assets
- $200M
- Active participants
- 860
- With balances
- 1,109
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 |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $336,209 |
| Bfsg, Llc | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $23,000 |
| Robin M. Schachter Law | Investment advisory (plan), Direct payment from the plan | $5,720 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |