AUMdb

Bvcaa, Inc. Retirement Plan

Sponsored by Brazos Valley Community Action Agency, Inc. · EIN 741715140 · Plan #002

Total assets
$13.4M
Net assets
$13.4M
Active participants
286
With balances
326

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $54,257
Matrix Trust Company Custodial (other), Custodial (securities), Trustee (institutional) $0
Mscs Fs Div Of Broadridge Bpo, Llc Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees $0