AUMdb

Meriwether Godsey, Inc. Profit Sharing And 401(k) Plan

Sponsored by Meriwether Godsey, Inc. · EIN 541319486 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
499
With balances
228

Plan year beginning 07/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,367
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0