Bwc Holdings, Inc. 401(k)
Sponsored by Bwc Holdings, Inc. · EIN 364815977 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 112
- With balances
- 126
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Central Point Wealth Management Llc CRD 330412 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $8,229 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,561 |
| Central Coast Wealth Management | Investment advisory (plan) | $6,270 |
| Pentegra Services, Inc. | Contract administrator | $4,731 |
| Leafhouse Financial Advisors, Llc | Other fees | $2,332 |