AUMdb

Bentkey Services 401(k) Plan

Sponsored by Bentkey Services, Llc · EIN 833484126 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
248
With balances
237

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $43,070
Alliant Retirement Services Investment advisory (plan) $28,075