Carlson, Barbee & Gibson, Inc. 401(k) Plan
Sponsored by Carlson, Barbee & Gibson, Inc. · EIN 680174548 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 116
- With balances
- 135
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $87,739 |
| Silicon Valley Accountancy | Accounting | $19,818 |
| Redwood Pensions, Llc | Contract administrator | $13,721 |
| Osaic Wealth Inc | Other commissions | $0 |