Gorman 401(k) Plan
Sponsored by Gorman & Company, Llc · EIN 823739186 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.8M
- Active participants
- 602
- With balances
- 686
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 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $73,935 |
| Empower Advisory Group, Llc | Investment management | $12,683 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $6,526 |
| World Investment Advisors Llc | Investment advisory (plan) | $6,189 |