Gorbel, Inc. 401 K Employee Savings And Retirement Plan
Sponsored by Gorbel, Inc. · EIN 161093854 · Plan #001
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 544
- With balances
- 611
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 |
|---|---|---|
| Ubs Financial Services Inc | Consulting (general) | $34,034 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,239 |
| Davie Kaplan, Cpa, P.C. | Accounting | $12,250 |