AUMdb

Bluware 401(k) Plan

Sponsored by Bluware, Inc · EIN 760387892 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
57
With balances
127

Plan year beginning 01/01/2024 · 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
Wealth Partner Alliance Investment advisory (plan), Direct payment from the plan $33,013
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $1,950