Buckles Smith Electric Co. Savings And Investment Plan
Sponsored by Buckles Smith Electric Co. · EIN 941460248 · Plan #003
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 138
- With balances
- 196
Plan year beginning 01/01/2021 · 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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $96,215 |
| Merrill Lynch Life Agency, Inc. | Consulting (general), Insurance services, Investment advisory (plan) | $53,530 |