Bpn, Llp Retirement Plan
Sponsored by Bpn, Llp · EIN 472367027 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 144
- With balances
- 163
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $39,826 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $31,329 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $8,463 |
| Blue Chip Retirement Plans, Inc. | Other fees | $2,250 |