Boone Drugs, Inc. Savings Plus Plan
Sponsored by Boone Drugs, Inc. · EIN 560999109 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 130
- With balances
- 154
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Holdings Dba Futureplan | Contract administrator | $4,700 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $4,682 |
| Global Retirement Partners Llc | Investment advisory (plan) | $3,659 |
| Triad Advisors Inc | Other commissions | $0 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $11.1M | 130 | ack 20251013095124NAL0000965729001 |
| 01/01/2021 | $11.2M | 123 | ack 20250425120410NAL0013461296001 |
| 01/01/2020 | $10.9M | 122 | ack 20250425115752NAL0008838865001 |
| 01/01/2019 | $9.6M | 135 | ack 20250425115322NAL0008832049001 |
| 01/01/2018 | $8.4M | 150 | ack 20250425114515NAL0008647601001 |