AUMdb

Beelman 401 K Profit Sharing Plan And Trust

Sponsored by Beelman Truck Company · EIN 371047673 · Plan #002

Total assets
$45.1M
Net assets
$45.1M
Active participants
963
With balances
1,231

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
Stanley, Dirnberger, Hopper Assp Other fees $6,000
Wealth Advisory Services, Llc Other fees $0
Global Retirement Partners, Llc Other fees $0
Ascensus C/O Futureplan Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0