Gemini Legal Support, Inc. 401(k) Profit Sharing Plan
Sponsored by Gemini Legal Support, Inc. · EIN 204088422 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 301
- 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 |
|---|---|---|
| Capital Planning Group, Llc CRD 118921 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Planning Advisors Llc | Investment advisory (plan) | $45,058 |
| Empower Annuity Insurance Company | Recordkeeping fees | $27,031 |
| Empower Advisory Group, Llc | Investment management | $6,160 |