Sponsor portfolio
THE GEBHARDT GROUP, INC.
EIN 87-0743574financial servicesLatest filing 2024
Plans
1
Retirement
1
$295K assets
Welfare
0
Participants
7
3390 MT. DIABLO BLVD., SUITE 250 - LAFAYETTE, CA 94549925-283-9150gebhardtgroupinc.comLinkedIn1-10 employeesfinancial services
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 GEBHARDT GROUP, INC. 401(K) PLAN | 401k | $295K | 7 | 2024 |
Retirement plans