AUMdb

Bourns, Inc. Profit Sharing & Retirement Savings Plan

Sponsored by Bourns, Inc. · EIN 951747120 · Plan #003

Total assets
$148M
Net assets
$148M
Active participants
287
With balances
634

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $48,994
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $19,994