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Companies

companyGregory & Appel, Inc.
$44.5Mreported plan assets
EIN: 35-0353300Location: INPlans: 2Participants: 328Latest: 2023
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Plans

planEmployees Profit Sharing Plan Of Gregory & Appel Inc.Financial statementProvider compensation2023 filing
$44.5Mreported assets (EOY)
Sponsor: Gregory & Appel Inc.EIN: 35-0353300Plan: 002Participants: 199Assets: $44,506,303Net assets: $44.5MAssets / participant: $223.6KLocation: Indianapolis, INLatest: 2023
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planGregory & Appel Insurance Benefit Plan2023 filing
Sponsor: Gregory & Appel, Inc.EIN: 35-0353300Plan: 503Participants: 129Assets: not reported in the loaded datasetLocation: Indianapolis, INLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Employees Profit Sharing Plan Of Gregory & Appel Inc.
Sponsor: Gregory & Appel Inc.EIN: 35-0353300Plan: 002Ack ID: 20241009092028NAL0018082465001
filing2023 Form 5500 — Gregory & Appel Insurance Benefit Plan
Sponsor: Gregory & Appel, Inc.EIN: 35-0353300Plan: 503Ack ID: 20240729172303NAL0012767731001