Lendistry 401(k) Profit Sharing Plan
Sponsored by B.S.D. Capital, Inc. · EIN 475116707 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 265
- With balances
- 314
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 |
|---|---|---|
| Solomon Group Iii Inc. CRD 135364 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Quest Investment Advisors | Investment advisory (plan) | $53,559 |
| R Tech Consultants, Inc. | Other fees | $15,220 |
| T. Rowe Price | Contract administrator, Recordkeeping, Recordkeeping fees | $10,475 |