Bear Holdings, Llc 401(k) Plan
Sponsored by Bear Holdings, Llc · EIN 208034548 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 653
- With balances
- 391
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 |
|---|---|---|
| Stifel Nicolaus & Co Inc | Investment advisory (plan) | $48,426 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,783 |