Goldco Direct Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Goldco Direct Llc · EIN 453668539 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 149
- 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 |
|---|---|---|
| Integrity Financial Corporation CRD 137125 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $32,864 |
| Intergrity Financial Corporation | Investment advisory (plan) | $28,839 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $3,796 |