Bosselman Employee Retirement Plan
Sponsored by Bosselman Administrative Services, Inc. · EIN 271843513 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 923
- With balances
- 362
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $51,998 |
| Usi Advisors Inc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $42,973 |