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Gentian Financial, Inc. 401(k) Plan

What public Form 5500 filings show about the Gentian Financial, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$3.8M
Participants
19
Plans on file
1

The Gentian Financial, Inc. 401(k) on its latest Form 5500

Gentian Financial, Inc. (EIN 47-1786659) reports GENTIAN FINANCIAL, INC. 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 19 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Gentian Financial, Inc. filing — schedules, fees, and providers.

Who runs the Gentian Financial, Inc. 401(k)?

Gentian Financial, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Gentian Financial, Inc.HR for the recordkeeper’s name and login.

How to check your Gentian Financial, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Gentian Financial, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Gentian Financial, Inc. — all Form 5500 filings (EIN 47-1786659) · Wisconsin employer EIN lookup · Form 5500 search
Gentian Financial, Inc. 401(k) Plan — Form 5500