Thomas A. Goppert signed Goppert Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goppert Financial Corp.'s EIN is 48-6113427.
Download the official 2024 Form 5500 (PDF) for Goppert Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goppert Financial Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $76K | — |
| TPP RETIREMENT PLAN SPECIALISTS LLC | — | OVERLAND PARK, KS | NONE | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.8M | 94.9% |
