GERSHMAN INVESTMENT CORP. 401(k) Plan
What public Form 5500 filings show about the GERSHMAN INVESTMENT CORP. 401(k) plan — and how to find and check your own account.
The GERSHMAN INVESTMENT CORP. 401(k) on its latest Form 5500
GERSHMAN INVESTMENT CORP. (EIN 43-0710608) reports GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST on its most recent Form 5500, with $29.3M in plan assets across 231 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.
Who runs the GERSHMAN INVESTMENT CORP. 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 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): CHARLES SCHWAB TRUST BANK, MONETA GROUP, CHARLES SCHWAB & CO, RUBIN BROWN LLP.
How to check your GERSHMAN INVESTMENT CORP. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask GERSHMAN INVESTMENT CORP. 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).