Geller & Company Llc 401(k) Plan
Sponsored by Geller & Company Llc · EIN 134149326 · Plan #001
- Total assets
- $113M
- Net assets
- $113M
- Active participants
- 245
- With balances
- 492
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 |
|---|---|---|
| Schwab Retirement Plan Service, Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $30,907 |
| Stevens & Lee, Pc | Legal, Direct payment from the plan | $9,905 |