AUMdb

The Goddard School

Sponsored by Bellanza, Inc. · EIN 208329086 · Plan #001

Total assets
$1.6M
Net assets
$1.6M
Active participants
183
With balances
117

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
Jms Capital Group Wealth Management Recordkeeping, Trustee (institutional), Other services $6,413
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $1,430
Adp Broker Dealer Other services, Other fees, Distribution (12b-1) fees $0