Gerken Retirement Savings Plan
Sponsored by Gerken Materials, Inc. · EIN 344478444 · Plan #001
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 334
- With balances
- 383
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 |
|---|---|---|
| Northstar Fiduciary Partners, Llc CRD 284994 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $3,564 |
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $0 |
| Northstar Fiduciary Partners | Investment advisory (participants) | $0 |
| Northstar Fiduciary Partners | Investment advisory (participants) | $0 |