Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Robert D. Gilmore & Associates, Inc. · EIN 231992323 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 182
- With balances
- 221
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $63,160 |
| Lpl Financial Corporation | Investment advisory (plan), Consulting fees | $50,034 |