AUMdb

Benderson Development Co., Llc 401 K Retirement Plan

Sponsored by Benderson Development Co., Llc · EIN 161549911 · Plan #002

Total assets
$71.6M
Net assets
$71.6M
Active participants
403
With balances
459

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ubs Financial Investment advisory (plan) $56,434
John Hancock Retirement Plan Srvs Recordkeeping, Consulting (general), Participant loan processing $32,000