David&Goliath Employees 401 K/Profit Sharing Plan
Sponsored by David&Goliath, Llc · EIN 134088671 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 162
- With balances
- 296
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 |
|---|---|---|
| Merrill Lynch | Consulting (general), Insurance services, Investment advisory (plan) | $78,687 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $74,472 |