AUMdb

B & H Construction 401(k) Plan

Sponsored by B & H Construction, Llc · EIN 731374355 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
441
With balances
516

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $22,008
Edward D Jones & Co Lp Investment advisory (plan) $20,879
Edward D Jones & Co, Lp Investment advisory (participants) $8,097
Morningstar Inc Dba Morningstar Ass Other fees $1,395
Empower Advisory Group, Llc Investment management $80