AUMdb

Boisset Family Estates, Inc. Retirement Savings Plan

Sponsored by Boisset Family Estates, Inc. · EIN 942681575 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
286
With balances
384

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $7,170
Rmr Wealth Builders Inc Other fees $0
Alliance Benefit Group Of Houston Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0