Sponsor portfolio
THE GB FINANCIAL GROUP, INC.
EIN 20-3284792insuranceLatest filing 2025
Plans
1
Retirement
1
$721K assets
Welfare
0
Participants
4
16 PRESCOTT STREET, SUITE 250 - WELLESLEY, MA 02481781-237-4657gbfinancial.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GB FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $721K | 4 | 2025 |
Retirement plans