Golda Och Academy 401(k) Plan
Sponsored by Golda Och Academy · EIN 221779887 · Plan #003
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 154
- With balances
- 175
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $10,000 |
| Empower Annuity | Recordkeeping fees | $7,625 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,434 |