AUMdb

Boggus Motor Company Ii Llc Employees' 401(k) Profit Sharing Plan & Trust

Sponsored by Boggus Motor Company Ii, Llc · EIN 275382737 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
42
With balances
124

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
Texas Regional Bank Investment advisory (participants), Investment advisory (plan), Investment management $36,757
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $22,830
Charles Schwab Bank Custodial (securities), Trustee (directed), Participant loan processing $2,799