AUMdb

Gemini Industries Inc Profit Sharing Plan

Sponsored by Gemini Industries Inc. · EIN 042917465 · Plan #001 · Burlington, MA

Total assets
$21.2M
Net assets
$21.2M
Active participants
220
With balances
218

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $10,452
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $1,775