AUMdb

Bouma Group, Inc. Retirement Plan

Sponsored by Bouma Group, Inc. · EIN 201562907 · Plan #001

Total assets
$31.4M
Net assets
$31.4M
Active participants
194
With balances
279

Plan year beginning 04/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $113,219
Bouma Corporation Other services, Other fees $0
Stifel, Nicolaus And Company Investment advisory (plan), Other fees $0