Gosnold, Inc. Retirement Savings Plan
Sponsored by Gosnold, Inc. · EIN 042502970 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 304
- With balances
- 162
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $23,983 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,440 |
| Compass 360 | Contract administrator | $4,800 |
| Empower Advisory Group, Llc | Investment management | $2,274 |