Allan Gerke & Sons, Inc. 401(k) Plan
Sponsored by Allan Gerke & Sons, Inc. · EIN 391244145 · Plan #001
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 278
- With balances
- 297
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Mbe Wealth Management, Llc CRD 165516 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants), Direct payment from the plan | $31,877 |
| Mbe Wealth Management Llc | Investment advisory (plan), Direct payment from the plan | $30,665 |