Bbp Sales, Llc 401(k) Plan
Sponsored by Bbp Sales, Llc · EIN 460760814 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 170
- With balances
- 144
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Avant Wealth Management, Llc CRD 289017 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Llc | Accounting, Recordkeeping, Participant loan processing | $7,726 |
| Nationwide | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,342 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Investment advisory (participants), Other fees | $0 |
| Avantax Wealth Management | Investment advisory (plan), Investment advisory (participants), Other fees | $0 |