Ghertner & Company 401(k) Profit Sharing Plan
Sponsored by Ghertner & Company · EIN 620990117 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 191
- With balances
- 209
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $29,307 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $23,408 |
| Empower Advisory Group, Llc | Investment management | $8,453 |
| Acuff & Associates, Inc. | Contract administrator | $3,642 |