AUMdb

Sierra Bullets Llc 401(k) Profit Sharing Plan

Sponsored by Sierra Bullets Llc · EIN 954170056 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
116
With balances
146

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan), Direct payment from the plan $23,450
Ascensus Llc Other fees, Recordkeeping fees, Participant loan processing $8,735