Belcan Retirement Savings Plan
Sponsored by Belcan, Llc · EIN 311312684 · Plan #001
- Total assets
- $300M
- Net assets
- $300M
- Active participants
- 4,017
- With balances
- 5,345
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $335,784 |
| Keating, Muething & Klekamp Pll | Direct payment from the plan | $155,807 |
| Creative Planning, Lockton Retireme | Consulting fees | $71,000 |
| Price Waterhouse Coopers | Accounting | $45,500 |