Gil Bar Industries Inc.401(k) Profit Sharing Plan & Trust
Sponsored by Gil Bar Industries Inc. · EIN 112812363 · Plan #001 · New York, NY
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 323
- With balances
- 579
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (participants) | $105,234 |
| Paychex Inc | Recordkeeping | $17,832 |
| Wilshire Associates | Investment advisory (plan) | $7,808 |
| Erisa Fiduciary Services Inc | Contract administrator | $7,790 |