Bailiwick Services, Llc Retirement Savings Plan
Sponsored by Bailiwick Services, Llc · EIN 411802919 · Plan #001
- Total assets
- $136K
- Net assets
- $136K
- Active participants
- 0
- With balances
- 5
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 |
|---|---|---|
| Abbey Street, Llc CRD 305107 | deterministic · 100% | 2024 |
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 | $89,908 |
| Abbey Street Llc | Investment advisory (plan) | $80,480 |