Goldberg Kohn Ltd. Individual Account Plan
Sponsored by Goldberg Kohn Ltd. · EIN 362863762 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 121
- With balances
- 152
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 |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $0 |