B. A. T. Retirement Fund
Sponsored by Local Union 514 · EIN 461144986 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 249
- With balances
- 275
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 |
|---|---|---|
| Next Level Private Llc CRD 313247 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Benefit Practice | Contract administrator, Other fees, Other services | $34,502 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $26,037 |
| Next Level Private Llc | Investment advisory (plan), Direct payment from the plan | $1,387 |