J. Goldman & Co., L.P. Profit Sharing Plan
Sponsored by J. Goldman & Co., L.P. · EIN 861125093 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 105
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Benefit Practice | Other services, Direct payment from the plan | $1,600 |
| Voya Retirement Insurance & Annuity | Direct payment from the plan, Recordkeeping fees | $1,150 |
| Morningstar, Inc. | Consulting (general), Insurance agents and brokers | $0 |