Gerson &

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

84,428

Total plan assets

$9.4B

Filings (rows)

Direct comp

$1.8M

Indirect comp

Aggregating 10 name variants under "GERSON &"

Click a variant to view it alone

GERSON & ASSOC CPAS AND ADVISORS PC14 GERSON & ASSOC CPAS AND ADVISORS14 GERSON & ASSOCIATES5 GERSON & ASSOCIATES CPAS AND ADVISO4 GERSON & ASSOCIATES CPAS AND ADV PC3 GERSON & ASSOCIATES CPAS AND ADV P3

SERVICES PROVIDED

Investment manager30

Other service providers18

Accountant / Auditor2

Prospecting the plans that use Gerson &?

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees Joint Pension Fund of Local Union No 102 · all filings	PARSIPPANY, NJ	Investment manager	1,981	$718.3M	$69K	$0
IBEW Local Union No 102 Surety Plan Board of Trustees IBEW Local Union No 102 Surety Plan · all filings	PARSIPPANY, NJ	Investment manager	2,337	$684.9M	$62K	$0
IBEW Local 351 Surety Fund Trustees IBEW Local 351 Surety Plan · all filings	WEST TRENTON, NJ	Investment manager	2,075	$676.6M	$39K	$0
Joint Pension Fund of Local Union No 102 IBEW Board of Trustees Joint Pension Fund of Local Union No 102 · all filings	PARSIPPANY, NJ	Investment manager	2,040	$671.6M	$53K	$0
IBEW Local Union No 102 Surety Plan Board of Trustees IBEW Local Union No 102 Surety Plan · all filings	PARSIPPANY, NJ	Investment manager	2,382	$637.4M	$46K	$0
IBEW Local 351 Surety Fund Trustees IBEW Local 351 Surety Plan · all filings	WEST TRENTON, NJ	Investment manager	1,839	$601.9M	$37K	$0
Board of Trustees Local 351 Pension Fund Local 351 IBEW Pension Plan · all filings	WEST TRENTON, NJ	Investment manager	1,581	$542.2M	$59K	$0
IBEW Local 351 Surety Fund Trustees IBEW Local 351 Surety Plan · all filings	WEST TRENTON, NJ	Investment manager	2,319	$520.0M	$37K	$0
Board of Trustees Local 351 Pension Fund Local 351 IBEW Pension Plan · all filings	WEST TRENTON, NJ	Investment manager	1,949	$503.3M	$56K	$0
Board of Trustees Local 351 Pension Fund Local 351 IBEW Pension Plan · all filings	WEST TRENTON, NJ	Investment manager	2,003	$450.3M	$56K	$0
Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Fund Refrigeration, a/C & Service DIV. (UA-NJ) Annuity Plan · all filings	WEST TRENTON, NJ	Other service providers	2,308	$417.7M	$36K	$0
Plumbers and Pipefitters Local 9 Surety Fund Plumbers & Pipefitters Local 9 Surety Plan · all filings	WEST TRENTON, NJ	Other service providers	1,708	$311.3M	$44K	$0
Plumbers Local 9 Pension Fund Plumbers Local 9 Pension Plan · all filings	WEST TRENTON, NJ	Investment manager	738	$307.7M	$69K	$0
Plumbers and Pipefitters Local 9 Surety Fund Plumbers & Pipefitters Local 9 Surety Plan · all filings	WEST TRENTON, NJ	Other service providers	2,205	$287.5M	$46K	$0
Plumbers Local 9 Pension Fund Plumbers Local 9 Pension Plan · all filings	WEST TRENTON, NJ	Investment manager	712	$282.4M	$71K	$0
Plumbers Local 9 Pension Fund Plumbers Local 9 Pension Plan · all filings	WEST TRENTON, NJ	Other service providers	727	$259.8M	$70K	$0
Plumbers & Pipefitters Local 9 Surety FD Plumbers & Pipefitters Local 9 Surety Plan · all filings	WEST TRENTON, NJ	Other service providers	2,179	$257.3M	$45K	$0
Plumbers Local 24 Annuity Fund Plumbers Local 24 Annuity Fund · all filings	WEST TRENTON, NJ	Other service providers	758	$190.1M	$34K	$0
Plumbers Local 24 Annuity Fund Plumbers Local 24 Annuity Fund · all filings	WEST TRENTON, NJ	Other service providers	947	$183.3M	$37K	$0
Plumbers Local 24 Annuity Fund Plumbers Local 24 Annuity Fund · all filings	WEST TRENTON, NJ	Other service providers	930	$172.1M	$39K	$0
IBEW Local No 102 Welfare Fund Board of Trustees IBEW Local No 102 Welfare Fund · all filings	PARSIPPANY, NJ	Investment manager	2,473	$117.0M	$99K	$0
IBEW Local No 102 Welfare Fund Board of Trustees IBEW Local No 102 Welfare Fund · all filings	PARSIPPANY, NJ	Investment manager	2,482	$113.4M	$85K	$0
Plumbers & Pipefitters Local 9 Welfare Fund Plumbers & Pipefitters Local 9 Welfare Plan · all filings	WEST TRENTON, NJ	Investment manager	659	$43.7M	$49K	$0
Plumbers Local Union No 24 Welfare Fund Plumbers Local Union No 24 Welfare Fund · all filings	WEST TRENTON, NJ	Other service providers	598	$43.2M	$39K	$0
Plumbers Local Union No 24 Welfare Fund Plumbers Local Union No 24 Welfare Fund · all filings	WEST TRENTON, NJ	Other service providers	609	$41.1M	$42K	$0

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