Golden Arch Development Llc Savings And Profit Sharing Plan
Sponsored by Golden Arch Development Llc · EIN 363157303 · Plan #001 · San Juan, PR
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 296
- With balances
- 430
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group Llc | Investment advisory (plan) | $26,926 |
| Marsh Saldana Inc | Other fees | $17,951 |
| Empower Annuity Insurance Company A | Recordkeeping fees | $0 |