AUMdb

Goddard House Retirement Plan

Sponsored by Home For Aged Women, Inc. D/B/A Goddard House · EIN 042104314 · Plan #001

Total assets
$1.7M
Net assets
$1.7M
Active participants
131
With balances
96

Plan year beginning 01/01/2024

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
Cbiz Cpas P.C. Accounting, Direct payment from the plan $10,000
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $880