AUMdb

Integrated 401 ( K ) Plan

Sponsored by Beal Service Corporation · EIN 200201320 · Plan #001

Total assets
$53.8M
Net assets
$53.8M
Active participants
253
With balances
438

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,725