Goulston Technologies, Inc 401(k) & Defined Ctbn Retirement Svgs Plan
Sponsored by Goulston Technologies, Inc. · EIN 621341202 · Plan #003
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 115
- With balances
- 145
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 |
|---|---|---|
| Quantitative Process, Llc CRD 165699 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quantitative Process, Llc | Investment advisory (plan), Direct payment from the plan | $63,264 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $16,080 |