AUMdb

Bci 403(b) Retirement Savings Plan

Sponsored by Boone Center, Inc. · EIN 430764144 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
507
With balances
108

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Hammond Investment Management, Llc CRD 123015 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Investment management, Other services $0
Cutter & Company, Inc. Securities brokerage $0
Definiti Llc Recordkeeping, Consulting (general), Participant loan processing $0
Hanlon Investment Management, Inc. Investment management $0
Lincoln National Corporation Contract administrator $0