AUMdb

Bbg 401(k) Plan

Sponsored by Bbg, Inc. · EIN 473942404 · Plan #001

Total assets
$30.9M
Net assets
$30.9M
Active participants
523
With balances
668

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $54,094
Capital Group Retirement Plan Recordkeeping fees $49,849
Nova 401(k) Associates Contract administrator $22,290