Bauer Equipment America Inc 401(k) Plan
Sponsored by Bauer Equipment America Inc · EIN 741552009 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 155
- With balances
- 228
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Disciplined Investors, L.L.C. CRD 114614 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Disciplined Investors Llc | Investment advisory (plan), Direct payment from the plan | $24,824 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $24,729 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $10.6M | 155 | ack 20250925134856NAL0009253840001 |
| 01/01/2021 | $8.5M | 155 | ack 20250516102002NAL0020097697001 |