Backlund Investment Co Profit Sharing & 401(k) Plan
Sponsored by Backlund Investment Co · EIN 370898008 · Plan #003
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 149
- With balances
- 207
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 |
|---|---|---|
| Nbt Capital Management, Inc. CRD 104932 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Custodial (other) | $27,633 |
| Charles Schwab & Co, Inc. | Custodial (other) | $0 |
| Nbt Capital Management | Investment advisory (plan) | $0 |