GOLDSTEIN ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
1,530
Total plan assets
$45.3M
Filings (rows)
5
Direct comp
$82K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant5
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CIB WIRE & IRON WORKS, LLC C.I. BANKER WIRE AND IRON WORKS, INC. 401(K) PLAN | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 184 | $13.4M | $25K |
| C.I. BANKER WIRE AND IRON WORKS, INC C.I. BANKER WIRE AND IRON WORKS, INC. 401(K) PLAN | MUKWONAGO, WI | Advisor / Consultant ADVISOR | 168 | $11.6M | $20K |
| EDGE ONE, LLC EDGE ONE 401(K) SAVINGS PLAN | STOUGHTON, WI | Advisor / Consultant INVESTMENT ADVISOR | 140 | $9.3M | $14K |
| OAK PARK NURSING AND REHAB CENTER, LLC ALTERNATIVE CONTINUUM OF CARE, LLC 401(K) PROFIT SHARING PLAN | COTTAGE GROVE, WI | Advisor / Consultant INVESTMENT ADVISOR | 540 | $5.9M | $14K |
| OAK PARK NURSING AND REHAB CENTER, LLC ALTERNATIVE CONTINUUM OF CARE, LLC 401(K) PROFIT SHARING PLAN | COTTAGE GROVE, WI | Advisor / Consultant INVESTMENT ADVISOR | 498 | $5.0M | $9K |