Bulldog Group 401(k) Plan
Sponsored by Hci Bulldog, Llc · EIN 472589833 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 183
- With balances
- 140
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bernard Robinson & Co | Accounting | $24,600 |
| Empower Annuity Insurance Co | Recordkeeping fees | $18,615 |
| Global Retirement Partners Llc | Investment advisory (plan) | $17,674 |
| Wealth Advisory Services Llc | Investment advisory (plan) | $14,398 |
| Triad Plan Administration | Contract administrator | $0 |