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GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.

EIN 47-5435846-management consulting-Latest filing 2024
Plans
4
Retirement
3
$136.4M assets
Welfare
1
$178K premiums
Participants
591
ONE TOWNE SQUARE, STE. 800 - SOUTHFIELD, MI 480763723248-799-9000grsconsulting.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
4 filings
#003401k-$79.8M - 162 part#004TraditionalDB-$43.0M - 197 part#002ESOP-$13.6M - 103 part#511Mixed-$178K - 234 lives

Retirement portfolio analytics

3 plans aggregated / $136.4M assets / 462 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • AND THRIFT PLAN (#003)59%
  • DEFINED BENEFIT PENSION (#004)32%
  • EMPLOYEE STOCK OWNERSHIP (#002)10%
Total $136.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
59%top
  • THE VANGUARD GROUP, INC.59%
  • (Not disclosed)32%
  • CONRAD SIEGEL10%
Total $136.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#004)197
  • AND THRIFT PLAN (#003)162
  • EMPLOYEE STOCK OWNERSHIP (#002)103
Total 462Click row to drill in

Benefits portfolio analytics

1 plan / $178K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$99K
  • Life$79K
  • Long-term disability$79K
  • Other$79K
Total $178K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • DELTA DENTAL OF CALIFORNIA56%
  • STANDARD INSURANCE COMPANY44%
Total $178K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • PM GROUP BENEFIT ADVISORS II, LLC60%
  • JAMES R NELLIGAN & ASSOCIATES LLC40%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN

401k

Assets$79.8M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$43.0M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.6M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. HEALTH INSURANCE PLAN

Mixed - DELTA DENTAL OF MICHIGAN

Premiums$178K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. SAVINGS AND THRIFT PLAN401k$79.8M1622024
004GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$43.0M1972024
002GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$13.6M1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC. HEALTH INSURANCE PLANMixedDELTA DENTAL OF MICHIGAN$178K2342024
Retirement plans
Welfare plans
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