Original filing (PDF)20250912142536NAL0002053040003

GFCIB AND ADVISORS, LLC DBA GELT FINANCIAL LLC

Name: GFCIB AND ADVISORS, LLC DBA GELT FINANCIAL LLC — GELT FINANCIAL LLC INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: GFCIB AND ADVISORS, LLC DBA GELT FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

GELT FINANCIAL LLC INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GFCIB AND ADVISORS, LLC DBA GELT FINANCIAL LLC.

Plan sponsor

Name

GFCIB AND ADVISORS, LLC DBA GELT FINANCIAL LLC

EIN

38-4017362

Address

6401 CONGRESS AVE, SUITE 215 · BOCA RATON, FL · 33487

Phone

(561) 221-0900

Industry

Finance & Insurancesee all

Plan administrator