AUMdb

Betts Industries, Inc. 401(k) Plan

Sponsored by Betts Industries, Inc. · EIN 250928077 · Plan #002

Total assets
$48.9M
Net assets
$48.9M
Active participants
296
With balances
322

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Services Inc Investment advisory (plan) $105,852
Schaffner, Knight, Minnaugh & Co. Accounting $11,924
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,266