AUMdb

Blue Cross And Blue Shield Association Tax Favored Savings Program

Sponsored by Blue Cross And Blue Shield Association · EIN 135656874 · Plan #002

Total assets
$480M
Net assets
$480M
Active participants
1,214
With balances
1,845

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Financial Engines Investment advisory (plan) $261,426
Fidelity Investments Institutional Trustee (directed), Participant loan processing, Sub-transfer agency fees $41,709
Ss&C Other services $0