American Contract Bridge League 401(k) Retirement Plan
Sponsored by American Contract Bridge League Inc. · EIN 130430330 · Plan #002
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 85
- With balances
- 125
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 |
|---|---|---|
| Reliant Investment Management, Llc CRD 111220 | deterministic · 100% | 2024 |
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Reliant Investment Management | Investment advisory (participants) | $14,758 |
| B. Riley Wealth Advisors | Investment advisory (participants) | $8,315 |
| Duncan Williams Asset Management | Investment advisory (participants) | $6,443 |
| John Hancock Life Insurance Company | Recordkeeping | $1,896 |