AUMdb

Boeing Intelligence & Analytics 401(k) Profit Sharing Plan

Sponsored by Boeing Intelligence & Analytics · EIN 270004739 · Plan #001

Total assets
$102M
Net assets
$102M
Active participants
589
With balances
827

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Clearing Services Llc Investment advisory (plan), Direct payment from the plan $132,490
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Direct payment from the plan $65,601