Construction Industry 401 K Plan
Sponsored by Builders Exchange Of The Southern Tier, Inc. · EIN 160810649 · Plan #333
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 136
- With balances
- 192
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 |
|---|---|---|
| Novem Group CRD 158964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $87,669 |
| Novem Group | Investment advisory (plan) | $18,883 |
| Tronconi Segarra & Associates | Accounting | $17,550 |
| Pinnacle Financial Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,014 |
| Builders Exchange Of Southern Tier | Employee (plan sponsor) | $6,185 |
| 3(16) Fiduciary Services Corporatio | Plan administrator | $5,722 |
| Lipsitz Green Scime Cambria | Accounting | $3,068 |