Gibson Insurance Agency, Inc. Employee Stock Ownership Plan
Sponsored by Gibson Insurance Agency, Inc. · EIN 351116724 · Plan #003
- Total assets
- $25.5M
- Net assets
- $24.6M
- Active participants
- 178
- With balances
- 190
Plan year beginning 01/01/2024 · Stock bonus, 401(m) arrangement
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 |
|---|---|---|
| Ti Trust | Trustee (institutional) | $31,500 |
| Transition Finance Strategies, Llc | Recordkeeping fees | $24,866 |
| Reagan Consulting, Inc. | Valuation | $16,000 |
| Kruggel, Lawton & Company, Llc | Accounting | $15,000 |