AUMdb

Golden Technologies 401(k) Plan

Sponsored by Golden Brother, Inc. / Golden Technologies · EIN 232369735 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
286
With balances
229

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Jacobi Capital Management, Llc CRD 147663 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Jacobi Capital Management Llc Investment advisory (participants) $34,644