Bsw, Inc. Retirement Savings Plan
Sponsored by Bsw, Inc. · EIN 810299560 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 77
- With balances
- 86
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Allied Investment Advisors Llc CRD 159103 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allied Investment Advisors Llc | Investment advisory (plan) | $14,801 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,157 |
| Big Sky Retirement Inc | Contract administrator | $2,210 |