What public Form 5500 filings show about the Gershman Investment Corp. 401(k) plan — and how to find and check your own account.
Gershman Investment Corp. (EIN 43-0710608) reports GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $34.7M in plan assets across 201 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 Gershman Investment Corp. 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gershman Investment Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RUBIN BROWN LLP, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, MONETA GROUP.
