AUMdb

Block Imaging Parts And Service 401(k) Profit Sharing Plan

Sponsored by Block Imaging Parts And Service, Llc · EIN 300318501 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
354
With balances
397

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $99,244
Great Lakes Pension Associates Inc Contract administrator, Other services, Direct payment from the plan $8,036
Ohio National Insurance Agency Inc Other services, Other commissions $0
O N Equity Sales Co Other services, Other fees $0
Morningstar Investment Management Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0