Sherriff Goslin Company Profit Sharing Plan
Sponsored by Sherriff Goslin Company · EIN 381028265 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 152
- With balances
- 193
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial Llc | Investment advisory (plan) | $25,112 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,979 |
| Plante & Moran, Pllc | Accounting | $18,950 |
| M2 B Retirement Consulting, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,923 |