AUMdb

The Beneficient Company Group, Lp Retirement Plan

Sponsored by The Beneficient Company Group (Usa), L.L.C. · EIN 823912740 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
83
With balances
116

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $27,503