Marshall, Gerstein & Borun Llp Salary Savings & Profit Sharing Plan
Sponsored by Marshall, Gerstein & Borun Llp · EIN 362353598 · Plan #004
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 186
- With balances
- 254
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
| Cibc Private Wealth Advisors, Inc. CRD 109644 | fuzzy_auto · 99% | 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 | $45,299 |
| Cerity Partners Retirement Plan | Investment advisory (plan) | $38,676 |
| Cibc Private Wealth Advisers Inc | Investment management | $21,003 |