Allan Gerke & Sons, Inc. 401(k) Plan
What public Form 5500 filings show about the Allan Gerke & Sons, Inc. 401(k) plan — and how to find and check your own account.
The Allan Gerke & Sons, Inc. 401(k) on its latest Form 5500
Allan Gerke & Sons, Inc. (EIN 39-1244145) reports ALLAN GERKE & SONS, INC. 401(K) PLAN on its most recent Form 5500, with $11.5M in plan assets across 278 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Allan Gerke & Sons, Inc. filing — schedules, fees, and providers.
Who runs the Allan Gerke & Sons, Inc. 401(k)?
Allan Gerke & Sons, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Allan Gerke & Sons, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STADION MONEY MANAGEMENT, MBE WEALTH MANAGEMENT.
How to check your Allan Gerke & Sons, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Allan Gerke & Sons, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).