Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

17 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:EIN 475435846 Clear all

Companies

companyGabriel, Roeder, Smith & Company Holdings, Inc.
$122.5Mreported plan assets
EIN: 47-5435846Location: MIPlans: 4Participants: 617Latest: 2023
View company financial profile →

Plans

planGabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift PlanFinancial statementProvider compensation2023 filing
$69.5Mreported assets (EOY)
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 003Participants: 168Assets: $69,526,180Net assets: $69.5MAssets / participant: $413.8KLocation: Southfield, MILatest: 2023
View financial statement →
planGabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension PlanFinancial statement2023 filing
$39.1Mreported assets (EOY)
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 004Participants: 193Assets: $39,092,264Net assets: $39.1MAssets / participant: $202.6KLocation: Southfield, MILatest: 2023
View financial statement →
planGabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
$13.9Mreported assets (EOY)
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 002Participants: 110Assets: $13,897,947Net assets: $13.9MAssets / participant: $126.3KLocation: Southfield, MILatest: 2023
View financial statement →
planGabriel, Roeder, Smith & Company Holdings, Inc. Health Insurance Plan2023 filing
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 511Participants: 146Assets: not reported in the loaded datasetLocation: Southfield, MILatest: 2023
View plan profile →

Service providers

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

Filings

filing2023 Form 5500 — Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 002Ack ID: 20241009162957NAL0010842019001
filing2023 Form 5500 — Gabriel, Roeder, Smith & Company Holdings, Inc. Savings And Thrift Plan
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 003Ack ID: 20241009164134NAL0010850067001
filing2023 Form 5500 — Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 004Ack ID: 20241009163151NAL0010843955001
filing2023 Form 5500 — Gabriel, Roeder, Smith & Company Holdings, Inc. Health Insurance Plan
Sponsor: Gabriel, Roeder, Smith & Company Holdings, Inc.EIN: 47-5435846Plan: 511Ack ID: 20240709102411NAL0015251489001