Gilbert Global Equity Capital, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gilbert Global Equity Capital, LLC
  • Sponsor EIN: 133864907
  • Sponsor Address: 767 FIFTH AVENUE - 15TH FLOOR, NEW YORK, NY, 101530028
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$4.5M$0$0
20241$6.4M$46,000$30,500
20231$6.5M$43,500$30,000
20221$6.0M$78,112$54,000

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