Sponsor portfolio
GELT FINANCIAL LLC
EIN 38-4017362Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$983K assets
Welfare
0
Participants
10
6401 CONGRESS AVENUE, SUITE 215 - BOCA RATON, FL 33487561-221-0900
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 | GELT FINANCIAL 401(K) P/S PLAN | 401k | $983K | 10 | 2025 |
Retirement plans