AUMdb

Gibson & Associates 401(k) Plan

Sponsored by Gibson & Associates, Inc. · EIN 752057660 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
197
With balances
126

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $9,989
Definiti Llc Recordkeeping, Participant loan processing, Recordkeeping fees $9,006
Mesirow Financial, Inc. Investment advisory (plan) $2,113