AUMdb

Bully Pulpit Interactive, Llc 401 K Plan

Sponsored by Bully Pulpit Interactive, Llc · EIN 270860668 · Plan #001

Total assets
$16.1M
Net assets
$16.1M
Active participants
184
With balances
232

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $7,512
Cliftonlarsonallen Llp Other fees $5,028
Voya Retirement Insurance & Annuity Recordkeeping fees $3,994
Massachusetts Mutual Life Insurance Other fees $0
Tribridge Partners Financial Ll Other fees $0