Basf And Jdc 401(k) Plan.
Sponsored by Bar Association Of San Francisco · EIN 940304950 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 142
- With balances
- 195
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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 | $38,697 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $10,000 |
| Moss Adams Llp | Accounting | $0 |