AUMdb

Retirement Savings Plan Of Boardman & Clark Llp

Sponsored by Boardman & Clark Llp · EIN 453866466 · Plan #002 · Madison, WI

Total assets
$71.3M
Net assets
$71.3M
Active participants
106
With balances
156

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
Nfp Retirement Investment advisory (plan) $58,476
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $24,672