AUMdb

Bender Warehouse Co. 401(k) Plan

Sponsored by Bender Warehouse Co. · EIN 880085787 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
124
With balances
123

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $27,682
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0