AUMdb

Bci, Inc. 401(k) Profit Sharing Plan

Sponsored by Bci, Inc. 401(k) Profit Sharing Plan · EIN 061308260 · Plan #002

Total assets
$6.5M
Net assets
$6.5M
Active participants
152
With balances
143

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
The Patriot Financial Group Insurance Agency, Llc CRD 172470 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $22,464
The Patriot Financial Group Investment advisory (plan) $17,592
Pension Consultants, Inc. Ct Recordkeeping, Participant loan processing, Recordkeeping fees $982