Gelman, Rosenberg & Freedman, Pc Profit Sharing Plan And Trust
Sponsored by Gelman, Rosenberg & Freedman, Pc · EIN 521392008 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 182
- With balances
- 226
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 |
|---|---|---|
| Snowden Capital Advisors Llc CRD 157299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Snowden Capital Advisors Llc | Investment advisory (plan) | $55,663 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $25,558 |