Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERBER/TAYLOR CAPITAL ADVISORS LP
EIN 62-1422457Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$72.2M assets
Welfare
0
Participants
114
40 S. MAIN ST, ONE COMMERCE SQUARE - SUITE 1900 - MEMPHIS, TN 38103901-526-9750LinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $72.2M assets / 114 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GERBER/TAYLOR CAPITAL ADVISORS PROFIT SHARING PLAN
ProfitSharing
Assets$57.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GERBER/TAYLOR CAPITAL ADVISORS 401(K) PLAN
401k
Assets$15.1M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GERBER/TAYLOR CAPITAL ADVISORS PROFIT SHARING PLAN | ProfitSharing | $57.2M | 61 | 2025 | |
| 002 | GERBER/TAYLOR CAPITAL ADVISORS 401(K) PLAN | 401k | $15.1M | 53 | 2025 |
Retirement plans