Bauer Built Employee 401(k) Benefit Plan
Sponsored by Bauer Built, Inc. · EIN 390906216 · Plan #003
- Total assets
- $83.1M
- Net assets
- $83.1M
- Active participants
- 508
- With balances
- 756
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management | Investment advisory (participants), Investment advisory (plan) | $118,462 |
| Milliman | Recordkeeping | $102,206 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $27 |