Boston Boatworks, Llc 401(k) Plan
Sponsored by Boston Boatworks, Llc · EIN 043311597 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 19
- With balances
- 108
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 |
|---|---|---|
| Svb Wealth Llc CRD 172832 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmfg Life Insurance Company | Recordkeeping, Consulting (pension), Investment management | $15,792 |
| Svb Wealth Llc | Investment advisory (plan), Direct payment from the plan | $10,764 |