AUMdb

Golden Key Group 401(k) Plan

Sponsored by Golden Key Group, Inc. · EIN 364497472 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
214
With balances
239

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
The Capital Group Investment Advisors Inc CRD 129615 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $30,158
Capital Group Investment Services Investment advisory (plan) $18,010