AUMdb

Goellner, Inc. Retirement Savings Plan

Sponsored by Goellner, Inc. · EIN 364348436 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
889
With balances
871

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
July Business Services Llc Contract administrator, Recordkeeping, Recordkeeping fees $68,995
Htlf Retirement Plan Services Investment advisory (participants) $13,967