Bader Retirement Savings Plan
Sponsored by Bader Management Inc. · EIN 411719493 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 400
- With balances
- 180
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 |
|---|---|---|
| Stiles Financial Services Incorporated CRD 117023 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $100,418 |
| Stiles Financial Services Inc | Investment advisory (plan) | $41,987 |
| Advised Assets Group, Llc | Investment management | $67 |