Bakerripley 403(b) Plan
Sponsored by Bakerripley · EIN 237062976 · Plan #006
- Total assets
- $43.9M
- Net assets
- $43.9M
- Active participants
- 1,334
- With balances
- 1,532
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $144,933 |
| Kestra Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $43,904 |
| Doeren Mayhew Assurance | Accounting, Direct payment from the plan | $14,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |