AUMdb

Buxton Company 401(k) Savings Plan

Sponsored by Buxton Company · EIN 752541014 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
130
With balances
164

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $40,178
Capital Group Retirement Plan Servi Recordkeeping fees $19,450
July Business Services Contract administrator $2,300