Gonzalez Trading Retirement Plan
Sponsored by Gonzalez Trading, Llc · EIN 660255916 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 165
- With balances
- 159
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisor Networks Llc | Investment advisory (plan) | $5,985 |
| Empower Advisory Group Llc | Investment management | $2,905 |
| Cetera Investment Advisors | Investment advisory (plan) | $1,504 |
| A & A Employee Benefits Consulting | Contract administrator | $635 |
| Envestnet Retirement Solutions Llc | Other fees | $581 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |