AUMdb

Goprime Mortgage, Inc. 401(k) Plan

Sponsored by Goprime Mortgage, Inc. · EIN 202409656 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
74
With balances
106

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Wealthshield Partners, Llc CRD 169584 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wealthshield Partners Llc Investment advisory (plan) $47,888
Empower Annuity Insurance Company Recordkeeping fees $13,038
Empower Advisory Group, Llc Investment management $7,787
Blue Ridge Esop Associates Contract administrator $2,465
Nova 401(k) Associates Contract administrator $75