Bsbp&A Llp 401(k) Plan I
Sponsored by Bilzin Sumberg Baena Price & Axelrod Llp · EIN 650801626 · Plan #001
- Total assets
- $57.4M
- Net assets
- $57.4M
- Active participants
- 143
- 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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | 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 | $68,556 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Other fees | $0 |
| Newport Group Inc. | Other services, Other fees | $0 |