Boka Powell, Llc. 401(k) Plan
Sponsored by Boka Powell, Llc · EIN 752850109 · Plan #001 · Dallas, TX
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 84
- With balances
- 116
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,460 |
| Osaic Wealth Inc | Investment advisory (plan) | $19,583 |
| Closed Dlr Woodbury Financial | Investment advisory (plan) | $6,034 |