Beechmont Investments, Inc. Et Al 401(k) Trust
Sponsored by Beechmont Investments, Inc. · EIN 311125760 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 303
- With balances
- 259
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $92,812 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $47,165 |