Gotwals, Inc. Profit Sharing Plan
Sponsored by Gotwals, Inc. · EIN 351121074 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 267
- With balances
- 328
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | 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 | $47,747 |
| Marion And Black Llc | Accounting | $42,260 |
| Ubs Financial Services Inc | Investment advisory (plan) | $38,089 |
| Empower Advisory Group, Llc | Investment management | $322 |