AUMdb

Goodhart Sons, Inc. 401(k) Retirement Plan

Sponsored by Goodhart Sons, Inc. · EIN 231685243 · Plan #002

Total assets
$12.0M
Net assets
$12.0M
Active participants
98
With balances
111

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $27,764
Empower Annuity Insurance Company Recordkeeping fees $10,421
Pa Retirement Solutions Inc Contract administrator $0