Gish, Sherwood & Friends, Inc. Employee Savings Plan
Sponsored by Gish, Sherwood & Friends, Inc. · EIN 621032086 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 71
- With balances
- 161
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 |
|---|---|---|
| Cetera Advisor Networks Llc | Other commissions | $0 |
| Fidelity Investments Inst. Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |