Gemini Financial Services Corp. 401(k) Plan
Sponsored by Gemini Financial Services Corporation · EIN 208959760 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 116
- With balances
- 143
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 |
|---|---|---|
| Bokf, Na | Recordkeeping, Consulting (general), Investment advisory (plan) | $31,422 |
| Charles Schwab Bank | Custodial (securities), Recordkeeping fees | $3,947 |