The Gehr Group Inc. 401(k) Profit Sharing Plan
Sponsored by The Gehr Group, Inc. · EIN 800822974 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 146
- With balances
- 237
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 |
|---|---|---|
| Pasadena Private Wealth, Llc CRD 295178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pasadena Private Wealth Llc | Investment advisory (plan) | $43,723 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,237 |
| Cbiz Retirement Plan Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,311 |