Gersh Agency 401(k) Plan
Sponsored by The Gersh Agency, Inc. · EIN 951656028 · Plan #003
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 293
- With balances
- 341
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $53,627 |
| Empower Annuity Insurance Company | Recordkeeping fees | $30,040 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $195 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |