Holt And Bugbee Company Retirement Savings Plan
Sponsored by Holt And Bugbee Company · EIN 041448200 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 168
- With balances
- 162
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 |
|---|---|---|
| Ascensus Llc | Other fees, Recordkeeping, Sub-transfer agency fees | $3,315 |