AUMdb

Binswanger Enterprises, Llc 401(k) Plan

Sponsored by Binswanger Enterprises, Llc · EIN 452494902 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
570
With balances
721

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $140,958
Creative Planning, Inc. Investment advisory (plan), Other fees $0
Creative Planning, Llc Investment advisory (participants), Consulting fees $0