Bueno Beverage Company 401(k) Profit Sharing Plan
Sponsored by Sequoia Beverage Company, A Limited Partnership Dba Bueno Beverage Co · EIN 770136563 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 74
- With balances
- 117
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 |
|---|---|---|
| Pro Account | Investment advisory (participants) | $30,884 |
| Nationwide | Recordkeeping, Custodial (securities), Investment management | $17,169 |
| Morgan Stanley | Other commissions | $0 |