Goulston & Storrs Cash Balance Plan For Directors
Sponsored by Goulston & Storrs Pc · EIN 042738098 · Plan #007
- Total assets
- $59.9M
- Net assets
- $59.9M
- Active participants
- 114
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliancebernstein | Investment management, Direct payment from the plan, Investment management fees (direct) | $102,502 |
| Pricewaterhousecoopers | Accounting, Actuarial | $32,360 |
| Fnz Trust Company | Custodial (other), Direct payment from the plan | $2,364 |