Beyel Brothers, Inc. 401(k) Plan
Sponsored by Beyel Brothers, Inc. 401(k) Plan · EIN 592937835 · Plan #002
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 427
- With balances
- 180
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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $34,715 |
| Oakstreet Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $10,000 |
| Charles Schwab Trust Bank | Custodial (other) | $0 |
| Charles Schwab & Co., Inc. | Custodial (other) | $0 |