Beau Townsend Ford, Inc. 401(k) Plan
Sponsored by Beau Townsend Ford, Inc. · EIN 310876107 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 252
- With balances
- 106
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $15,086 |
| Trinity Pension Consultants | Contract administrator | $11,813 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,778 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $7,863 |
| Nationwide | Investment advisory (participants) | $1,827 |
| Morningstar Inc | Other fees | $922 |
| Empower Advisory Group, Llc | Investment management | $95 |