AUMdb

Bico Group 401(k) Plan

Sponsored by Bico Group · EIN 813033020 · Plan #002

Total assets
$28.3M
Net assets
$28.3M
Active participants
283
With balances
331

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $54,013
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $2,213