Custom Goods, Llc Consolidated 401(k) Plan
Sponsored by Custom Goods, Llc · EIN 954797546 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 608
- With balances
- 250
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan) | $50,289 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,899 |