AUMdb

Fedgeek 401(k) Plan

Sponsored by Bluestone Insourcing Solutions, · EIN 455291304 · Plan #001

Total assets
$20.9M
Net assets
$20.9M
Active participants
105
With balances
147

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
Wells Fargo Recordkeeping, Trustee (institutional), Other services $53,187
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,759
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0