Gibson Insurance Agency, Inc. 401(k) Plan
Sponsored by Gibson Insurance Agency, Inc. · EIN 351116724 · Plan #002
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 185
- With balances
- 246
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $45,000 |
| Retirement Plan Concepts & Services | Contract administrator | $20,777 |
| Empower Advisory Group, Llc | Investment management | $7,566 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,353 |
| Kruggel, Lawton & Company, Llc | Accounting | $5,000 |