AUMdb

Golden Moments 401(k) Plan

Sponsored by Golden Moments Llc · EIN 852418598 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
416
With balances
168

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
Ascensus Other insurance wrap fees, Other services $5,130
Mutual Of Omaha Other insurance wrap fees, Other services $3,246
Benefit Plans, Inc. Contract administrator $2,859
United Of Omaha Contract administrator $600
Mesirow Other insurance wrap fees $241