GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k) on its latest Form 5500
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. (EIN 47-5435846) reports GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN on its most recent Form 5500, with $79.8M in plan assets across 122 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 GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONRAD SIEGEL, BAILLIE GIFFORD OVERSEAS, COHEN & STEERS CAPITAL MANAGEMENT, DIMENSIONAL FUND ADVISORS, VANGUARD ADVISERS, J P MORGAN INVESTMENT MANAGEMENT.
How to check your GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, 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).