Bradley/Dixie Companies Retirement Plan
Sponsored by Chatham Service Bureau, Inc. · EIN 580958295 · Plan #001
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 369
- With balances
- 444
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 |
|---|---|---|
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 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 | $66,637 |
| Independent Advisor Alliance | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $41,765 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |