La Cava, Jacobson & Goodis, P.A. 401(k) Profit Sharing Plan And Trust
Sponsored by La Cava, Jacobson & Goodis, P.A. · EIN 272360538 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 179
- With balances
- 225
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,989 |
| Synovus Trust Company | Investment advisory (plan) | $28,210 |