Goodfellow Bros., Llc Profit Sharing And 401(k) Plan
Sponsored by Goodfellow Civil Corp. · EIN 831634200 · Plan #001
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 422
- With balances
- 512
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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliancebernstein Lp | Investment advisory (participants), Investment advisory (plan), Distribution (12b-1) fees | $47,692 |
| Nwps | Recordkeeping, Participant loan processing, Sub-transfer agency fees | $33,323 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $17,535 |
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan), Distribution (12b-1) fees | $11,941 |