AUMdb

Bcm One, Inc. 401(k) Plan

Sponsored by Bcm One, Inc. · EIN 133896087 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
350
With balances
335

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $150