Gould Medical Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Gould Medical Group Inc. · EIN 942151374 · Plan #003
- Total assets
- $483M
- Net assets
- $483M
- Active participants
- 488
- With balances
- 623
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $82,282 |
| Nfp Retirement | Consulting (general), Investment advisory (plan) | $62,500 |
| Bowman& Company, Llp | Accounting | $11,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$312,426 |