Bulley And Andrews 401(k) Savings Plan
Sponsored by Bulley And Andrews, Llc · EIN 360853340 · Plan #001
- Total assets
- $35.0M
- Net assets
- $35.0M
- Active participants
- 177
- With balances
- 220
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $36,663 |
| Sageview Advisory Group | Investment advisory (plan) | $25,171 |