AUMdb

Bl Companies 401(k) Plan

Sponsored by Bl Companies, Inc. · EIN 061182567 · Plan #001

Total assets
$64.3M
Net assets
$64.3M
Active participants
395
With balances
444

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $6,378
Commonwealth Financial Network Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Other investment fees and expenses, Investment advisory (plan) $0