Bachman's, Inc. Union Employees Retirement / Savings Plan
Sponsored by Bachman's Inc. · EIN 411708088 · Plan #005
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 88
- With balances
- 153
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) | $8,007 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $3,892 |
| Empower Advisory Group, Llc | Investment management | $92 |