AUMdb

Bankwell Financial Group, Inc. And Its Subsidiaries And Affiliates 401(k) Plan

Sponsored by Bankwell Financial Group, Inc. · EIN 208251355 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
145
With balances
194

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
Alliancebernstein Corporation CRD 107445 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Alliance Bernstein Lp Investment advisory (plan) $16,531
Caron & Bletzer, Pllc Other fees $14,400
Empower Annuity Insurance Company Recordkeeping fees $7,021
The Angell Pension Group, Inc. Contract administrator $4,700