AUMdb

Bootheel Counseling Services Retirement Plan

Sponsored by Bootheel Counseling Services, Inc. · EIN 431067515 · Plan #002

Total assets
$5.9M
Net assets
$5.9M
Active participants
144
With balances
155

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stadion Money Management Investment advisory (participants) $17,427
Lincoln National Corporation Contract administrator $3,904
Benefit Plans Plus Recordkeeping $2,775