Goldberg & Osborne 401(k) Plan
Sponsored by Goldberg & Osborne Llp · EIN 860625199 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 88
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clear Fiduciary Consultants, Llc CRD 282259 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $18,636 |
| Clear Fiduciary Consultants, Llc | Investment advisory (plan), Direct payment from the plan | $12,202 |