Bob Mills Furniture Co. Llc 401(k) Psp
Sponsored by Bob Mills Furniture Company Llc · EIN 730801143 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 390
- With balances
- 498
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 |
|---|---|---|
| Access Financial Resources Inc. CRD 109495 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,168 |
| Access Financial Resources Inc | Investment advisory (plan) | $26,644 |
| Edie Bailly Llp | Accounting | $8,768 |