Bellavance Beverage Co., Llc Profit Sharing Plan
Sponsored by Bellavance Beverage Co., Llc · EIN 020108350 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 145
- With balances
- 221
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $38,999 |
| Morgan Stanley Global Banking Op | Investment advisory (plan) | $30,000 |
| Compass Retirement Consulting Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,625 |
| Caron & Bletzer Pllc | Accounting | $0 |