Bowers & Kubota Consulting 401 K Profit Sharing & Retirement Plan
Sponsored by Bowers And Kubota Consulting · EIN 990201320 · Plan #001
- Total assets
- $59.5M
- Net assets
- $59.5M
- Active participants
- 284
- With balances
- 340
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 |
|---|---|---|
| Geneos Wealth Management, Inc. | Recordkeeping, Trustee (institutional), Other services | $14,972 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,045 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |