Gershman Investment Corp. 401(k) Plan: Login, Facts & Contact Information
Gershman Investment Corp. 401(k) Login
53 former Gershman Investment Corp. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Gershman Investment Corp. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 31, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.27 million went into the plan in contributions, $451,456 of it from the employer (20%).
- $3.22 million was paid out to participants.
- Investment and other income added $3.36 million.
- Administrative expenses were $131,335, about $488 per account.
How the Gershman Investment Corp. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 304 | $23.5 million | $663,261 | $2.30 million |
| 2020 | 324 | $28.8 million | $766,515 | $1.77 million |
| 2021 | 379 | $35.8 million | $1.05 million | $2.17 million |
| 2022 | 431 | $31.1 million | $809,351 | $1.93 million |
| 2023 | 377 | $27.1 million | $524,502 | $2.89 million |
| 2024 | 278 | $29.3 million | $451,456 | $3.22 million |
Gershman Investment Corp. 401(k) Contact Information
Questions about the Gershman Investment Corp. 401(k)
Does Gershman Investment Corp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $451,456, 20% of all contributions.
Does the Gershman Investment Corp 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Gershman Investment Corp 401(k) plan?
278 participants at the start of plan year 2024, 231 of them active employees, and 53 former employees who still had money in the plan.
What is the average 401(k) balance at Gershman Investment Corp?
About $109,085 per account: $29.3 million in plan assets across 269 accounts with a balance at the end of plan year 2024.
Who manages the Gershman Investment Corp 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Gershman Investment Corp. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.