Gilbert Orchards Inc 401(k) Plan
Sponsored by Gilbert Orchards, Inc · EIN 910233730 · Plan #003
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 489
- With balances
- 504
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 |
|---|---|---|
| Bbm Financial Services, Inc. CRD 117125 | 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 |
|---|---|---|
| Alegria Asset Management | Investment advisory (plan), Contract administrator | $13,609 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,642 |
| Empower Advisory Group, Llc | Investment management | $871 |