A. L. Gilbert Company Profit Sharing & Retirement Plan
Sponsored by A.L. Gilbert Company · EIN 942277358 · Plan #001
- Total assets
- $32.3M
- Net assets
- $32.3M
- Active participants
- 226
- With balances
- 318
Plan year beginning 03/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Martin Financial Solutions, Llc CRD 155806 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Recordkeeping | $680 |
| Matrix Financial Solutions, Inc. | Custodial (other), Trustee (institutional), Trustee (directed) | $0 |