AUMdb

Bst & Co. Cpas, Llp 401(k) Plan

Sponsored by Bst & Co. Cpas, Llp · EIN 141442607 · Plan #001

Total assets
$18.8M
Net assets
$18.8M
Active participants
108
With balances
138

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bam Advisor Services Llc Investment advisory (participants), Investment advisory (plan), Investment management $53,881
Alerus Recordkeeping, Recordkeeping fees $18,714