AUMdb

Gonnella Retirement Savings Plan

Sponsored by Gonnella Baking Co. · EIN 361143800 · Plan #002

Total assets
$40.4M
Net assets
$40.4M
Active participants
363
With balances
551

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
Empower Annuity Insurance Company Recordkeeping fees $67,228
Morgan Stanley Investment advisory (plan) $15,590