AUMdb

Bluegrass Natural Resources, Llc 401(k) Plan

Sponsored by Bluegrass Natural Resources, Llc · EIN 881711423 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
366
With balances
254

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Osaic Advisory Services, Llc CRD 171070 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Advisory Services Llc Investment advisory (plan) $32,758
Empower Annuity Insurance Company O Recordkeeping fees $32,290
Empower Advisory Group, Llc Investment management $2,661