Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GIBBS FINANCIAL GROUP, LLC
EIN 46-5432407Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$1.7M assets
Welfare
0
Participants
32
3980 OLD MILTON PARKWAY - ALPHARETTA, GA 30005678-694-8770
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.7M assets / 32 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GIBBS FINANCIAL GROUP 401(K) PLAN
401k
Assets$537K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GIBBS FINANCIAL GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$117K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GIBBS FINANCIAL GROUP CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 9 | 2025 | |
| 001 | GIBBS FINANCIAL GROUP 401(K) PLAN | 401k | $537K | 10 | 2025 | |
| 002 | GIBBS FINANCIAL GROUP PROFIT SHARING PLAN | ProfitSharing | $117K | 13 | 2025 |
Retirement plans