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| Plan Name | EMPLOYEE BENEFIT PLAN OF GOIZUETA FAMILY OFFICE, LLC |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | GOIZUETA FAMILY OFFICE, LLC. |
| Employer identification number (EIN): | 461047689 |
| NAIC Classification: | 561110 |
| NAIC Description: | Office Administrative Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | CHRISTY UTBERG | 2022-01-28 | ||
| 001 | 2019-01-01 | CHRISTY UTBERG | 2020-07-08 | CHRISTY UTBERG | 2020-07-08 |
| 001 | 2018-01-01 | CHRISTY UTBERG | 2019-07-09 | ||
| 001 | 2017-01-01 | CHRISTY UTBERG | 2018-07-18 | CHRISTY UTBERG | 2018-07-18 |
| 001 | 2016-01-01 | CHRISTY UTBERG | 2017-07-20 | CHRISTY UTBERG | 2017-07-20 |
| 001 | 2015-01-01 | CHRISTY UTBERG | 2016-05-06 | CHRISTY UTBERG | 2016-05-06 |
| 001 | 2014-01-01 | JENIFER DUNCAN | 2015-06-30 | ||
| 001 | 2013-01-01 | JENIFER DUNCAN | 2014-06-17 | OLGA GOIZUETA RAWLS | 2014-06-17 |