AUMdb

Bruceton Farm Service, Inc. 401(k) Plan

Sponsored by Bruceton Farm Service, Inc. · EIN 550546878 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
165
With balances
149

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
Schneider Downs Wealth Management Advisors, Lp CRD 128591 fuzzy_auto · 98% 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
Schneider Downs Wealth Management Investment advisory (plan) $29,197
Empower Advisory Group, Llc Recordkeeping, Investment management, Recordkeeping fees $3,978
Sd Advantage Retirement Contract administrator $2,920