AUMdb

B & F Machine Co Inc 401(k) Profit Sharing Plan

Sponsored by B & F Machine Co Inc · EIN 060887143 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
228
With balances
186

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott Llc Investment advisory (plan) $14,647
B & F Machine Company Inc Other fees $10,000
Pasi, Llc Contract administrator $7,582
David Wetsman Contract administrator $1,965
Empower Advisory Group, Llc Investment management $135
Capital Group Retirement Plan Servi Recordkeeping fees $113