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Sponsor portfolio

GSG HOLDINGS

EIN 85-1512195-investment management-Latest filing 2024
Plans
2
Retirement
2
$283K assets
Welfare
0
Participants
148
205 REGENCY EXECUTIVE PARK DRIVE, SUITE 320 - CHARLOTTE, NC 28217704-752-5200LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$270K - 124 part#002401k-$13K - 24 part

Retirement portfolio analytics

2 plans aggregated / $283K assets / 148 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • HOLDINGS RETIREMENT PLAN (#001)95%
  • HOLDINGS 401K PLAN (#002)5%
Total $283KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS RETIREMENT PLAN (#001)124
  • HOLDINGS 401K PLAN (#002)24
Total 148Click 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

GSG HOLDINGS RETIREMENT PLAN

401k

Assets$270K
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GSG HOLDINGS 401K PLAN

401k

Assets$13K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GSG HOLDINGS RETIREMENT PLAN401k$270K1242024
002GSG HOLDINGS 401K PLAN401k$13K242024
Retirement plans
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