AUMdb

Bizlink Robotic Solutions Usa, Inc. 401(k) Plan

Sponsored by Bizlink Robotic Solutions Usa, Inc. · EIN 383137282 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
97
With balances
111

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, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $19,044
Creative Planning Investment management, Shareholder servicing fees $15,307
Creative Planning Other fees $7,836
Nationwide Life Insurance Company Investment management, Shareholder servicing fees $3,990
Iron Fiduciary Investment management, Shareholder servicing fees $1,595
Iron Financial $1,595
Proaccount Investment advisory (participants) $1,160
Nationwide Investment management, Shareholder servicing fees $976
Tsc 401 K Contract administrator $750
Nationwide Retirement Plans Investment management, Shareholder servicing fees $474
Nationwide Retirement Plans $105
Empower Financial Services, Inc Shareholder servicing fees $0
Empower Annuity Insurance Company Recordkeeping fees $0