AUMdb

Goldstein Auto Group 401(k) Plan

Sponsored by Goldstein Enterprises, Inc. · EIN 141608677 · Plan #003

Total assets
$13.8M
Net assets
$13.8M
Active participants
209
With balances
196

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $17,002
Ellin & Tucker Accounting, Other fees $0
Purshe Kaplan Sterling Investments Other services, Other commissions, Other fees $0