Gerald Industries, Inc. Retirement Savings Plan
Sponsored by Gerald Industries, Inc. · EIN 431435886 · Plan #002
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 98
- With balances
- 109
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $9,266 |
| S B H U Life Agency Inc | Other services, Other commissions, Other fees | $0 |