Gresser, Inc. And Affiliates 401 K Plan
Sponsored by Gresser, Inc. · EIN 770415645 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 592
- With balances
- 124
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $34,501 |
| Morgan Stanley | Investment advisory (participants) | $21,469 |
| The Ryding Company | Accounting | $1,179 |