Bolin Enterprises, Inc. 401(k) Profit Sharing Plan
Sponsored by Bolin Enterprises, Inc. · EIN 371261027 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 170
- With balances
- 121
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $20,481 |
| Osaic Wealth, Inc. | Investment advisory (plan), Direct payment from the plan | $19,697 |