AUMdb

Boarman Kroos Vogel Group, Inc. 401(k) Retirement Plan

Sponsored by Boarman Kroos Vogel Group, Inc. · EIN 411326637 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
167
With balances
226

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
Impact Retirement Advisors, Llc CRD 330475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Recordkeeping, Consulting (general), Trustee (directed) $50,853
Impact Retirement Advisors Investment advisory (plan), Named fiduciary, Direct payment from the plan $20,783