Reece Supply Company Profit Sharing Plan And Trust
Sponsored by Reece Supply Company, Inc. · EIN 750783034 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 189
- With balances
- 274
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bok Financial Asset Management, Inc | Recordkeeping, Investment management, Direct payment from the plan | $58,126 |
| Belpointe Asset Management, Llc | Securities brokerage | $6,597 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $6,550 |
| Charles Schwab & Co., Inc. | Securities brokerage | $25 |