Goldbelt 401(k) Plan
Sponsored by Goldbelt, Incorporated · EIN 920045465 · Plan #004
- Total assets
- $80.1M
- Net assets
- $79.7M
- Active participants
- 2,106
- With balances
- 2,166
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $135,869 |
| Kestra Advisory Services, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $45,000 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $32,171 |