AUMdb

Bousquet Holstein Pllc Employees' Profit Sharing Plan And Trust

Sponsored by Bousquet Holstein Pllc · EIN 161614892 · Plan #002

Total assets
$28.4M
Net assets
$28.4M
Active participants
125
With balances
133

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $14,489