AUMdb

Raymond L. Goodson, Jr. Inc. 401(k) Profit Sharing Plan

Sponsored by Raymond L. Goodson, Jr. Inc. · EIN 751082440 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
82
With balances
130

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
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $41,192
Pricekubecka, Pllc Accounting $11,000