Goldman & Associated Companies Employees Profit Sharing Plan & Trust
Sponsored by Goldman Equipment L.L.C. · EIN 720968256 · Plan #001 · West Monroe, LA
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 186
- With balances
- 214
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 |
|---|---|---|
| Second Line Capital, Llc CRD 324386 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Second Line Capital, Llc | Investment advisory (participants) | $32,527 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $0 |