Boyle Investment Company Retirement Savings Plan & Trust
Sponsored by Boyle Investment Company · EIN 620136740 · Plan #002
- Total assets
- $82.2M
- Net assets
- $82.2M
- Active participants
- 134
- With balances
- 168
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 |
|---|---|---|
| Ruane, Cunniff & Goldfarb L.P. CRD 285971 | fuzzy_auto · 97% | 2024 |
| Newsouth Capital Management Inc CRD 110676 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ruane Cunniff & Goldfarb, Inc. | Investment management | $93,193 |
| The Trust Company Of Tennessee | Contract administrator, Custodial (securities), Investment advisory (plan) | $81,173 |
| Newsouth Capital Management, Inc. | Investment management | $35,644 |