AUMdb

Stephen Gould Corporation Retirement Plan

Sponsored by Stephen Gould Corporation · EIN 221550787 · Plan #003

Total assets
$74.5M
Net assets
$74.5M
Active participants
493
With balances
666

Plan year beginning 01/01/2024 · 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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $58,559
Pricewaterhousecoope Accounting $18,628