Bowman And Brooke Llp Retirement Savings Plan
Sponsored by Bowman And Brooke Llp · EIN 411510639 · Plan #001
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 407
- With balances
- 646
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 |
|---|---|---|
| All Star Financial Llc CRD 323765 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $94,765 |
| Allstar Financial | Investment advisory (plan), Direct payment from the plan | $78,581 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |