AUMdb

The Goodman Gable Gould Company Profit Sharing Plan And Trust

Sponsored by The Goodman Gable Gould Company · EIN 520330575 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
112
With balances
143

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $21,774
Wilen Management Co., Inc. Investment management $0