Boll & Branch Llc Retirement Trust
Sponsored by Boll & Branch Llc · EIN 462578196 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 204
- With balances
- 156
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $32,995 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,552 |
| Empower Advisory Group, Llc | Investment management | $4,386 |
| Planned Retirement Consultants & Ad | Contract administrator | $200 |