AUMdb

Blake & Pendleton, Inc. 401(k) Profit Sharing Plan

Sponsored by Blake & Pendleton, Inc. · EIN 581094736 · Plan #003

Total assets
$14.6M
Net assets
$14.6M
Active participants
229
With balances
230

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
Morgan Stanley Smith Barney Other fees $0
Precision Plan Administration Other services $0
Voya Retirement Insurance & Annuity Recordkeeping fees $0