AUMdb

Bachman's 401(k) Retirement Savings Plan

Sponsored by Bachman's Inc. · EIN 411708088 · Plan #004

Total assets
$35.5M
Net assets
$35.5M
Active participants
661
With balances
629

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
Swbc Investment Advisory Services Llc CRD 156155 fuzzy_auto · 98% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Swbc Investment Advisory Serv Llc D Investment advisory (plan) $21,887
Empower Annuity Insurance Company O Recordkeeping fees $19,011
Empower Advisory Group, Llc Investment management $578