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.
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.
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, DIMENSIONAL FUND ADVISORS, CONRAD SIEGEL INVESTMENT ADVISORS, FIDELITY MANAGEMENT & RESEARCH COMP, ARTISAN PARTNERS PARTNERSHI.
