Gabriel, Roeder, Smith & Company Holdings 401(k) match, vesting and fees
What Gabriel, Roeder, Smith & Company Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Morgante Group, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Gabriel, Roeder, Smith & Company Holdings: employer contribution per participant | $2,786 | |
| Peer median | $2,521 |
| Gabriel, Roeder, Smith & Company Holdings: average balance | $492,725 | |
| Peer median | $75,833 |
| Gabriel, Roeder, Smith & Company Holdings: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $73.8M at the end of plan year 2021 to $79.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $79.8M | $451K | $2,786 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 162 | $69.5M | $433K | $2,707 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 168 | $60.4M | $431K | $2,568 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 171 | $73.8M | $437K | $2,556 | 0.06% | Not published | Form 5500 ↗ |
Other Gabriel, Roeder, Smith & Company Holdings plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Gabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conrad Siegel | Schedule C ↗ |
| Independent auditor | The Morgante Group (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Conrad Siegel Investment Advisors | Schedule C ↗ |
| Independent auditor | The Morgante Group, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Gabriel, Roeder, Smith & Company Holdings match 401(k) contributions?
The match terms for the Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $451K in employer contributions, about $2,786 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gabriel, Roeder, Smith & Company Holdings 401(k) match vested?
The vesting schedule for the Gabriel, Roeder, Smith & Company Holdings, Inc. Savings and Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gabriel, Roeder, Smith & Company Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Gabriel, Roeder, Smith & Company Holdings, Inc..
I left Gabriel, Roeder, Smith & Company Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gabriel, Roeder, Smith & Company Holdings, Inc., (248) 799-9000) or the recordkeeper, The Vanguard Group, Inc.. The Gabriel, Roeder, Smith & Company Holdings old 401(k) page lists the contacts from every plan filing. Find an old Gabriel, Roeder, Smith & Company Holdings 401(k)
Data from the public Form 5500 annual reports Gabriel, Roeder, Smith & Company Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Gabriel, Roeder, Smith & Company Holdings. Not financial advice. Report a correction · Methodology