Search public Form 5500 filings

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
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• 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
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• 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
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• 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
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