Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust
Sponsored by Gilmore & Bell, P.C. · EIN 431611738 · Plan #001
- Total assets
- $72.5M
- Net assets
- $72.5M
- Active participants
- 119
- With balances
- 151
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 |
|---|---|---|
| One Advisory Partners, Llc CRD 161614 | deterministic · 100% | 2024 |
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
| Hill Investment Group Partners, Llc CRD 312052 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Advisory Partners Llc | Investment advisory (plan), Investment management | $49,359 |
| Assetmark Inc | Investment advisory (plan), Investment management | $43,552 |
| Hill Investment Group Llc | Investment advisory (plan), Investment management | $22,470 |