AUMdb

Bentley 401(k) Plan

Sponsored by Bentley Mills, Inc. · EIN 680123642 · Plan #001

Total assets
$32.9M
Net assets
$32.9M
Active participants
392
With balances
443

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $140,089
Gallagher Fiduciary Advisors, Llc Consulting (general), Direct payment from the plan, Other fees $25,000
Moss Adams Llp Other services, Direct payment from the plan, Other fees $24,150