Golden Svcs, Llc 401(k) Plan & Trust
Sponsored by Golden Svcs, Llc · EIN 460864606 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 665
- With balances
- 697
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 |
|---|---|---|
| Rea & Associates, Inc. | Recordkeeping | $18,350 |
| Oasic Advisory Services, Llc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $3,016 |
| Nationwide | Recordkeeping, Custodial (securities), Insurance services | $2,087 |
| Mationwide Life Insurance | Insurance agents and brokers, Insurance services | $451 |