Ben Bridge Retirement Savings Plan
Sponsored by Ben Bridge Jeweler, Inc. · EIN 910695728 · Plan #001
- Total assets
- $68.3M
- Net assets
- $68.3M
- Active participants
- 456
- With balances
- 764
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $74,431 |
| Sageview Advisory Group | Investment management, Direct payment from the plan | $43,691 |
| Sweeney Conrad P.S. | Accounting, Direct payment from the plan | $21,630 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $0 |