AUMdb

Bose Mckinney & Evans Retirement Plan

Sponsored by Bose Mckinney & Evans Llp · EIN 350957980 · Plan #001

Total assets
$141M
Net assets
$141M
Active participants
175
With balances
215

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
John Hancock Recordkeeping, Recordkeeping fees, Investment management $45,891
Greenwalt Cpas, Inc. Accounting $21,000