AUMdb

Best Best & Krieger Llp Profit Sharing & Employee Savings Plan

Sponsored by Best Best & Krieger Llp · EIN 952157337 · Plan #002 · Riverside, CA

Total assets
$79.7M
Net assets
$79.7M
Active participants
393
With balances
617

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
Soltis Investment Advisors, Llc CRD 154690 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Actuarial Benefits Corp. Contract administrator $44,979
Empower Annuity Ins Co Of America Recordkeeping fees $43,995
Soltis Investment Advisors Llc Investment advisory (plan) $30,000
Halliday & Company Cpa's Accounting $13,394
Best Best & Krieger, Llp Other fees $7,810