AUMdb

Rack Builders, Inc. 401(k) Retirement Plan

Sponsored by Rack Builders, Inc. · EIN 264471266 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
125
With balances
144

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
Bos Asset Management, Llc CRD 310632 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bos Asset Management Llc Investment advisory (participants) $22,846
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $850