Bodman Plc Retirement Plan
Sponsored by Bodman Plc · EIN 381308687 · Plan #001
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 258
- With balances
- 327
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 |
|---|---|---|
| Ubs Financial Services Inc. | Consulting fees | $62,800 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $40,139 |
| Doeren Mayhew & Co. P.C | Accounting | $23,420 |