PlanOptica

Filings through .

GBQ Partners

Matched across 10 name variants in the filings

GBQ Partners summary

GBQ Partners appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $7.0B in assets for 42,958 participants. The median client plan holds $62.0M. Most client plans are sponsored in OH, FL and MI. The largest clients by plan assets are Netjets Aviation, Inc., Advanced Drainage Systems, Inc. and Netjets Inc.. Plans reported $356K in direct and indirect compensation paid to GBQ Partners. The median is $15K per plan.

Participants
42,958
Median plan assets
$62.0M
Median plan participants
907
Median fees per plan
$15K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • OH21 plans
  • FL1 plan
  • MI1 plan

Frequently asked questions

Who uses GBQ Partners?
23 retirement plans list GBQ Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Netjets Aviation, Inc., Advanced Drainage Systems, Inc., Netjets Inc., First Solar, Inc. and Fives Inc.. Most client plans are sponsored in OH, FL and MI.
How many plans does GBQ Partners serve?
GBQ Partners serves 23 retirement plans with $7.0B in plan assets and 42,958 participants, based on the latest Form 5500 filings through 2024.
What does GBQ Partners charge?
Plans reported $356K in total Schedule C compensation paid to GBQ Partners. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23+6 YoYRank #693 of mapped providers
Assets under administration$7.0B0.0%Rank #1579 by share of filed assets
Fees received$356,183Median $15,000/planSum across Schedule C direct + indirect
Net wins YoY+68 won - 2 lostPlan-level switch detection

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