Frank L Blum Construction Co., Inc 401(k) Profit Sharing Plan
Sponsored by Frank L Blum Construction Co., Inc · EIN 560613173 · Plan #002
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 218
- With balances
- 277
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $91,430 |
| Resources Investment Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $26,707 |
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan, Other fees | $21,228 |
| Raymond James And Associates | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $12,900 |
| Nextcapital Group, Inc. | Investment advisory (plan), Direct payment from the plan, Other fees | $7,140 |