AUMdb

Go Mortgage, Llc 401(k) Profit Sharing Plan

Sponsored by Go Mortgage, Llc · EIN 391813773 · Plan #001

Total assets
$7.4M
Net assets
$7.4M
Active participants
44
With balances
87

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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $19,806
Sikich Cpa Llc Accounting $12,300
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0