Gerson Lehrman Group Inc Plan
Sponsored by Gerson Lehrman Group · EIN 134101226 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 1,253
- With balances
- 2,162
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,142 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $28,977 |
| Withumsmith+Brown, P.C. | Accounting | $24,700 |