AUMdb

Goebel Fixture Company 401(k) Plan

Sponsored by Goebel Fixture Company · EIN 410908456 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
73
With balances
86

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Wealth Enhancement Advisory Services, Llc CRD 116407 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mma Securities Llc Investment advisory (participants) $15,246
Wealth Enhancement Advisory Investment advisory (participants) $5,406
John Hancock Usa Recordkeeping $2,338