AUMdb

Belcan Services Group Limited Partnership Retirement Savings Plan

Sponsored by Belcan Services Group, Ltd. Partnership · EIN 311312685 · Plan #002

Total assets
$19.1M
Net assets
$19.0M
Active participants
1,686
With balances
276

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
Correll Co. Investment Services Corp. CRD 38995 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Correll Co. Recordkeeping fees $34,199
Price Waterhouse Company Accounting $33,018
Correll Co. Investment Services Cor Investment management, Distribution (12b-1) fees $16,742