Bullard Management Corporation 401(k) Savings Plan
Sponsored by Bullard Management Corporation · EIN 630930156 · Plan #002
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 212
- With balances
- 121
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 |
|---|---|---|
| Leavell Investment Management, Inc. CRD 107890 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leavell Investment Mgmt | Investment advisory (plan), Direct payment from the plan | $23,410 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $20,166 |