AUMdb

Baldwin & Shell Construction Co. 401(k) Plan

Sponsored by Baldwin & Shell Construction Co. · EIN 710286511 · Plan #001 · Little Rock, AR

Total assets
$12.8M
Net assets
$12.8M
Active participants
290
With balances
230

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
Milliman, Inc. Recordkeeping, Consulting (pension), Investment advisory (plan) $30,940
First Security Bank Investment advisory (plan), Direct payment from the plan $22,368
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $5,095
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0