AUMdb

Billingsley Company Employee Savings Plan

Sponsored by Billingsley Property Services Ii, Inc. · EIN 760778768 · Plan #001

Total assets
$26.6M
Net assets
$26.6M
Active participants
317
With balances
349

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
Hr Investment Consultants, Inc. CRD 115623 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $65,421
Hr Investment Consultants Investment advisory (plan) $24,000