Central National Gottesman Inc Profit Sharing Plan
Sponsored by Central National Gottesman Inc · EIN 130425246 · Plan #002
- Total assets
- $121M
- Net assets
- $116M
- Active participants
- 293
- With balances
- 368
Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenhaven Associates Inc CRD 104729 | deterministic · 100% | 2024 |
| Brave Warrior Advisors, Llc CRD 108894 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenhaven Associates | Investment management, Investment management fees (direct) | $945,865 |
| Brave Warrior Advisors, Llc | Investment management, Investment management fees (direct) | $209,287 |
| Crowe Llp | Accounting, Direct payment from the plan | $33,908 |
| Jpmorgan Chase | Custodial (securities), Direct payment from the plan | $23,968 |
| Cap Trust | Consulting (general), Direct payment from the plan | $11,557 |
| Hooker & Holcombe Inc | Consulting (general), Direct payment from the plan | $10,808 |