Bwi Companies, Inc. 401(k) Plan
Sponsored by Bwi Companies, Inc. · EIN 751789544 · Plan #002
- Total assets
- $67.4M
- Net assets
- $67.4M
- Active participants
- 601
- With balances
- 429
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 |
|---|---|---|
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group Consulting Llc | Investment advisory (plan) | $71,436 |
| Empower Annuity Insurance Company | Recordkeeping fees | $71,222 |
| Empower Advisory Group, Llc | Investment management | $43,389 |
| Forvis Mazars, Llp | Accounting | $20,910 |
| Cross Pointe Insurance Advisors Llc | Other fees | $300 |