AUMdb

Bhi Energy 401(k) And Profit Sharing Plan

Sponsored by Bhi Energy Services Llc · EIN 853926225 · Plan #001

Total assets
$129M
Net assets
$129M
Active participants
770
With balances
1,618

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
Captrust Financial Advisors Investment advisory (plan) $62,500
Britt & Company Cpa Llc Accounting $22,000
Cozen O'connor 7885 Legal $21,402
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$91,432