AUMdb

John Bouchard & Sons Co. 401(k) Profit Sharing Plan

Sponsored by John Bouchard & Sons Co. · EIN 620135900 · Plan #004

Total assets
$46.7M
Net assets
$46.7M
Active participants
154
With balances
222

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (participants) $93,446
John Hancock Life Insurance Company Recordkeeping $950