AUMdb

Golden Retirement Plan

Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #010

Total assets
$10.0M
Net assets
$10.0M
Active participants
4,033
With balances
2,039

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $143,847
Americantcs Fiduciary Services, Llc Claims processing, Plan administrator, Recordkeeping $32,250
Laufer Llp Consulting (pension), Other services, Direct payment from the plan $15,603
Nfp Retirement, Inc. Investment advisory (plan), Investment management, Investment management fees (direct) $9,362
Charles Schwab Bank Custodial (securities), Trustee (directed), Participant loan processing $5,185