Goodleap, Llc 401(k) Plan
Sponsored by Goodleap, Llc · EIN 470912342 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 1,147
- With balances
- 1,349
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $191,835 |
| Pentegra Services Inc. | Contract administrator | $90,008 |
| Morgan Stanley | Investment advisory (plan) | $40,191 |
| Richey May & Co Llp | Accounting | $10,500 |