AUMdb

Gersh Autism 401(k) Plan

Sponsored by Gersh Academy, Inc. & All Control Group Companies · EIN 201774665 · Plan #001

Total assets
$2.1M
Net assets
$2.1M
Active participants
374
With balances
100

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $12,467
Bank Of America Na Consulting (general), Insurance services, Investment advisory (plan) $6,094