Laurel Keppley signed Gooding Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gooding Group, LLC's EIN is 20-2945598.
Download the official 2024 Form 5500 (PDF) for Gooding Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gooding Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON BANK, N.A. | 23-1928421 | — | NONE | $111K | — |
| BERTZ, HESS & CO LLC | 23-1709427 | — | NONE | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $26.9M | 98.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST CO. · EIN 23-2712853 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.4% |
