Gentlebrook 401(k) Retirement Savings Plan
Sponsored by Gentlebrook · EIN 237400452 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 251
- With balances
- 197
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
| Capital Bank And Trust Company CRD 170017 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $0 |
| Cbiz Benefits & Insurance Services | Other fees | $0 |
| Capital Bank & Trust Company | Recordkeeping, Investment management, Participant loan processing | $0 |