AUMdb

Bette & Cring, Llc Retirement Plan & Trust

Sponsored by Bette & Cring, Llc · EIN 161562780 · Plan #001

Total assets
$53.7M
Net assets
$53.7M
Active participants
163
With balances
280

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
Nbt Bank Trustee (institutional) $34,592
Teal, Becker & Chiaramonte Cpas Pc Accounting $14,750
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $0