Gerrity's Supermarket, Inc. Retirement Plan
Sponsored by Gerrity's Supermarket, Inc. · EIN 232150407 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 702
- With balances
- 996
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 |
|---|---|---|
| Alliance Wealth Advisors, Llc CRD 288394 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $50,649 |
| Alliance Wealth Advisors Llc | Investment advisory (plan), Direct payment from the plan | $12,305 |
| The Benefits Group, Llc | Investment advisory (plan), Direct payment from the plan | $9,945 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,666 |