Galerie Retirement Savings Plan
Sponsored by Ross Acquisition Co. · EIN 311277852 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 108
- With balances
- 110
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $25,201 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $18,340 |