Buildertrend Solutions, Inc. 401(k) Plan
Sponsored by Buildertrend Solutions, Inc. · EIN 205132639 · Plan #001
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 805
- With balances
- 931
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 |
|---|---|---|
| Bridges Investment Management Inc CRD 108028 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $305,544 |
| Ascensus | Contract administrator, Other services, Direct payment from the plan | $3,901 |
| Bridges Investment Management Inc | Investment advisory (plan), Other fees | $0 |
| Hub Investment Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |