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Companies

companyGi Associates, LLC
$75.3Mreported plan assets
EIN: 39-1994360Location: WIPlans: 3Participants: 988Latest: 2023
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Plans

planGi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 GisFinancial statementProvider compensation2023 filing
$58.3Mreported assets (EOY)
Sponsor: Gi Associates, LLCEIN: 39-1994360Plan: 006Participants: 339Assets: $58,276,453Net assets: $58.3MAssets / participant: $171.9KLocation: Milwaukee, WILatest: 2023
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planG.I. Associates, LLC Defined Benefit Pension Plan And TrustFinancial statementProvider compensation2023 filing
$17.1Mreported assets (EOY)
Sponsor: G.I. Associates, LLCEIN: 39-1994360Plan: 101Participants: 365Assets: $17,050,652Net assets: $17.1MAssets / participant: $46.7KLocation: Milwaukee, WILatest: 2023
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planG I Associates LLC Welfare Benefit Plan2023 filing
Sponsor: G I Associates LLCEIN: 39-1994360Plan: 501Participants: 284Assets: not reported in the loaded datasetLocation: Milwaukee, WILatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Gi Associates, LLC 401(K) Profit Sharing Plan And Trust 006 Gis
Sponsor: Gi Associates, LLCEIN: 39-1994360Plan: 006Ack ID: 20240926111436NAL0000677521001
filing2023 Form 5500 — G.I. Associates, LLC Defined Benefit Pension Plan And Trust
Sponsor: G.I. Associates, LLCEIN: 39-1994360Plan: 101Ack ID: 20240930095111NAL0010858706001
filing2023 Form 5500 — G I Associates LLC Welfare Benefit Plan
Sponsor: G I Associates LLCEIN: 39-1994360Plan: 501Ack ID: 20250929080935NAL0014917043001