AUMdb

Goforth & Marti 401(k) Profit Sharing Plan

Sponsored by Goforth & Marti · EIN 952091271 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
222
With balances
204

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
John Hancock Usa Recordkeeping $726
John Hancock Usa Recordkeeping $726