Assets by plan
Share of aggregate retirement assets
- AND THRIFT PLAN (#003)$93.0M
Filings through .
Gabriel, Roeder, Smith & Company Holdings, Inc.
EIN 47-5435846management consultingLatest filing 2025
Plans
4
Retirement
3
$154.9M assets
Health & Benefits
1
$189K premiums
Participants
605
ONE TOWNE SQUARE, STE. 800 - SOUTHFIELD, MI 480763723248-799-9000grsconsulting.comLinkedIn51-200 employeesmanagement consulting
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $154.9M assets / 470 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$93.0M
- (Not disclosed)$48.9M
- CONRAD SIEGEL$13.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $189K premiums / 247 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$104K
- Life$85K
- Long-term disability$85K
- Other$85K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN
401(k)
Assets$93.0M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$48.9M
Participants205
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.0M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. HEALTH INSURANCE PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$189K
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN | 401(k) | $93.0M | 165 | 2025 |
| #004 | GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $48.9M | 205 | 2025 |
| #002 | GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.0M | 100 | 2025 |
- #003 · 401(k) · 2025165
- #004 · Traditional DB · 2025205
- #002 · ESOP · 2025100
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. HEALTH INSURANCE PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $189K | 247 | 2025 |
- #511 · Mixed · DELTA DENTAL OF MICHIGAN · 2025247
Retirement plans
Health & Benefits plans