Goodwyn Mills Cawood, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Goodwyn Mills Cawood, Llc · EIN 854128572 · Plan #001
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 643
- With balances
- 726
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $71,014 |
| Regions Bank | Investment advisory (plan) | $67,065 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,227 |
| Aldridge, Borden & Company, P.C. | Accounting | $8,845 |