AUMdb

B & D Retirement And Savings Plan

Sponsored by B & D Industrial Enterprises, Inc. · EIN 208250839 · Plan #001

Total assets
$27.9M
Net assets
$27.9M
Active participants
255
With balances
321

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $101,842
Bank Of America Na Consulting (general), Insurance services, Investment advisory (plan) $41,653
Mauldin & Jenkins Accounting, Direct payment from the plan $12,000