Bluestone Bank 401(k) Plan
Sponsored by Bluestone Bank · EIN 041118820 · Plan #002
- Total assets
- $32.4M
- Net assets
- $32.4M
- Active participants
- 160
- With balances
- 226
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (plan) | $58,365 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $46,174 |