AUMdb

Bogart Associates Of Northern Virginia, Llc 401(k) Plan

Sponsored by Bogart Associates Of Northern Virginia, Llc · EIN 432012065 · Plan #001

Total assets
$48.2M
Net assets
$48.2M
Active participants
215
With balances
310

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
Grove Point Investments, Llc Investment advisory (plan) $59,999