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Sponsor portfolio

GEM EXPERIENCE, LLC

EIN 61-1481838-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
50
551 FIFTH AVENUE, SUITE 601 - NEW YORK, NY 10176212-207-4140
Plans on this EIN
2 filings
#001401k-$3.6M - 45 part#002CashBalance-$1.5M - 5 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EXPERIENCE, LLC 401(K) (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXPERIENCE, LLC 401(K) (#001)45
  • CASH BALANCE PLAN (#002)5
Total 50Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GEM EXPERIENCE, LLC 401(K) PLAN

401k

Assets$3.6M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GEM EXPERIENCE, LLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GEM EXPERIENCE, LLC 401(K) PLAN401k$3.6M452024
002GEM EXPERIENCE, LLC CASH BALANCE PLANCashBalance$1.5M52024
Retirement plans
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