Bamboo Hr Llc 401(k) Plan
Sponsored by Bamboo Hr Llc · EIN 263008157 · Plan #001
- Total assets
- $93.2M
- Net assets
- $93.2M
- Active participants
- 1,500
- With balances
- 1,867
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 |
|---|---|---|
| Caliber Wealth Management, Llc CRD 331165 | deterministic · 100% | 2024 |
| Diversify Wealth Management, Llc CRD 329878 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Caliber Wealth Management Llc | Investment advisory (plan) | $121,697 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $118,992 |
| Diversify Wealth Management Llc | Investment advisory (plan) | $51,149 |