Mitchell Gold + Bob Williams 401(k) Plan
Sponsored by The Mitchell Gold Co. · EIN 561678942 · Plan #001
- Total assets
- $432
- Net assets
- $432
- Active participants
- 0
- With balances
- 1
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bna Wealth, Inc. CRD 39326 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,900 |
| Smith Leonard | Accounting, Direct payment from the plan | $26,000 |
| Amy Mccammon | Accounting, Direct payment from the plan | $9,840 |
| Bna Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $9,752 |
| David Rogalski | Contract administrator, Direct payment from the plan | $6,000 |