AUMdb

Budd Van Lines, Inc. Savings And Retirement Plan

Sponsored by Budd Van Lines, Inc. · EIN 222068529 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
168
With balances
155

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
Cmc Advisors, Inc. CRD 123811 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cmc Advisors Investment advisory (plan) $13,728